BTR Capital Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $319K | Hold |
1,314
| – | – | 0.05% | 130 |
|
|
2022
Q2 | $357K | Hold |
1,314
| – | – | 0.05% | 131 |
|
|
2022
Q1 | $443K | Hold |
1,314
| – | – | 0.05% | 127 |
|
|
2021
Q4 | $513K | Sell |
1,314
-9
| -0.7% | -$3.51K | 0.06% | 120 |
|
|
2021
Q3 | $470K | Sell |
1,323
-53
| -4% | -$18.8K | 0.06% | 119 |
|
|
2021
Q2 | $499K | Hold |
1,376
| – | – | 0.06% | 118 |
|
|
2021
Q1 | $411K | Hold |
1,376
| – | – | 0.06% | 126 |
|
|
2020
Q4 | $399K | Buy |
1,376
+9
| +0.7% | +$2.61K | 0.06% | 121 |
|
|
2020
Q3 | $396K | Hold |
1,367
| – | – | 0.07% | 114 |
|
|
2020
Q2 | $376K | Hold |
1,367
| – | – | 0.07% | 117 |
|
|
2020
Q1 | $289K | Hold |
1,367
| – | – | 0.06% | 120 |
|
|
2019
Q4 | $325K | Hold |
1,367
| – | – | 0.06% | 131 |
|
|
2019
Q3 | $280K | Hold |
1,367
| – | – | 0.05% | 136 |
|
|
2019
Q2 | $267K | Hold |
1,367
| – | – | 0.05% | 140 |
|
|
2019
Q1 | $248K | Buy |
+1,367
| New | +$248K | 0.05% | 145 |
|
|
2018
Q4 | – | Sell |
-1,367
| Closed | -$229K | – | 170 |
|
|
2018
Q3 | $229K | Hold |
1,367
| – | – | 0.04% | 156 |
|
|
2018
Q2 | $233K | Hold |
1,367
| – | – | 0.04% | 132 |
|
|
2018
Q1 | $220K | Hold |
1,367
| – | – | 0.04% | 137 |
|
|
2017
Q4 | $202K | Buy |
+1,367
| New | +$202K | 0.04% | 148 |
|