BOK Financial Private Wealth’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,140
Closed -$385K 425
2022
Q1
$385K Buy
1,140
+255
+29% +$86.1K 0.03% 195
2021
Q4
$346K Buy
885
+95
+12% +$37.1K 0.02% 208
2021
Q3
$281K Buy
790
+115
+17% +$40.9K 0.02% 201
2021
Q2
$245K Buy
+675
New +$245K 0.02% 198