Brown Advisory’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-51,080
| Closed | -$2.13M | – | 1173 |
|
|
2019
Q1 | $2.13M | Buy |
+51,080
| New | +$2.13M | 0.01% | 621 |
|
|
2018
Q4 | – | Sell |
-49,100
| Closed | -$2.69M | – | 1306 |
|
|
2018
Q3 | $2.69M | Hold |
49,100
| – | – | 0.01% | 579 |
|
|
2018
Q2 | $2.88M | Buy |
+49,100
| New | +$2.88M | 0.01% | 554 |
|