Brinker Capital’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $556K | Buy |
2,024
+109
| +6% | +$29.9K | 0.02% | 688 |
|
|
2020
Q1 | $405K | Buy |
1,915
+398
| +26% | +$84.2K | 0.02% | 700 |
|
|
2019
Q4 | $360K | Buy |
1,517
+68
| +5% | +$16.1K | 0.01% | 802 |
|
|
2019
Q3 | $297K | Buy |
+1,449
| New | +$297K | 0.01% | 823 |
|
|
2019
Q2 | – | Sell |
-2,949
| Closed | -$534K | – | 954 |
|
|
2019
Q1 | $534K | Buy |
2,949
+578
| +24% | +$105K | 0.02% | 664 |
|
|
2018
Q4 | $332K | Buy |
+2,371
| New | +$332K | 0.01% | 712 |
|
|
2017
Q1 | – | Sell |
-5,609
| Closed | -$529K | – | 925 |
|
|
2016
Q4 | $529K | Sell |
5,609
-742
| -12% | -$70K | 0.03% | 446 |
|
|
2016
Q3 | $688K | Sell |
6,351
-545
| -8% | -$59K | 0.07% | 124 |
|
|
2016
Q2 | $646K | Sell |
6,896
-249
| -3% | -$23.3K | 0.06% | 132 |
|
|
2016
Q1 | $689K | Buy |
7,145
+333
| +5% | +$32.1K | 0.06% | 121 |
|
|
2015
Q4 | $684K | Buy |
+6,812
| New | +$684K | 0.06% | 107 |
|
|
2015
Q2 | – | Sell |
-5,156
| Closed | -$535K | – | 130 |
|
|
2015
Q1 | $535K | Sell |
5,156
-289
| -5% | -$30K | 0.05% | 109 |
|
|
2014
Q4 | $522K | Sell |
5,445
-386
| -7% | -$37K | 0.04% | 130 |
|
|
2014
Q3 | $551K | Buy |
5,831
+74
| +1% | +$6.99K | 0.04% | 79 |
|
|
2014
Q2 | $504K | Buy |
5,757
+41
| +0.7% | +$3.59K | 0.03% | 100 |
|
|
2014
Q1 | $453K | Buy |
5,716
+160
| +3% | +$12.7K | 0.04% | 113 |
|
|
2013
Q4 | $435K | Sell |
5,556
-74
| -1% | -$5.79K | 0.04% | 117 |
|
|
2013
Q3 | $395K | Buy |
5,630
+178
| +3% | +$12.5K | 0.04% | 101 |
|
|
2013
Q2 | $332K | Buy |
+5,452
| New | +$332K | 0.04% | 117 |
|