Boston Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-23,871
| Closed | -$821K | – | 651 |
|
|
2018
Q4 | $821K | Sell |
23,871
-133,876
| -85% | -$4.6M | 0.05% | 359 |
|
|
2018
Q3 | $8.65M | Buy |
157,747
+7,306
| +5% | +$400K | 0.37% | 62 |
|
|
2018
Q2 | $8.82M | Sell |
150,441
-6,295
| -4% | -$369K | 0.22% | 96 |
|
|
2018
Q1 | $7.97M | Buy |
156,736
+5,867
| +4% | +$298K | 0.2% | 107 |
|
|
2017
Q4 | $7.32M | Sell |
150,869
-51,779
| -26% | -$2.51M | 0.16% | 154 |
|
|
2017
Q3 | $8.72M | Buy |
202,648
+39,238
| +24% | +$1.69M | 0.2% | 143 |
|
|
2017
Q2 | $6.35M | Buy |
+163,410
| New | +$6.35M | 0.15% | 179 |
|