Brinker Capital’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.1M | Buy |
67,486
+1,610
| +2% | +$50.2K | 0.07% | 283 |
|
|
2020
Q1 | $1.85M | Buy |
65,876
+7,444
| +13% | +$209K | 0.07% | 255 |
|
|
2019
Q4 | $1.87M | Sell |
58,432
-9,839
| -14% | -$314K | 0.06% | 335 |
|
|
2019
Q3 | $2.24M | Buy |
+68,271
| New | +$2.24M | 0.08% | 261 |
|
|
2018
Q1 | – | Sell |
-4,237
| Closed | -$205K | – | 1010 |
|
|
2017
Q4 | $205K | Buy |
+4,237
| New | +$205K | 0.01% | 953 |
|