Bogle Investment Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,550
| Closed | -$592K | – | 322 |
|
|
2019
Q4 | $592K | Buy |
+18,550
| New | +$592K | 0.06% | 206 |
|
|
2019
Q1 | – | Sell |
-56,363
| Closed | -$1.94M | – | 344 |
|
|
2018
Q4 | $1.94M | Buy |
+56,363
| New | +$1.94M | 0.15% | 160 |
|
|
2018
Q3 | – | Sell |
-5,556
| Closed | -$326K | – | 305 |
|
|
2018
Q2 | $326K | Buy |
+5,556
| New | +$326K | 0.02% | 250 |
|
|
2017
Q2 | – | Sell |
-113,911
| Closed | -$4.39M | – | 351 |
|
|
2017
Q1 | $4.39M | Buy |
+113,911
| New | +$4.39M | 0.31% | 109 |
|