Burt Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 248 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 370 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 376 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 381 |
|
|
2016
Q1 | – | Sell |
-125
| Closed | -$12K | – | 704 |
|
|
2015
Q4 | $12K | Hold |
125
| – | – | 0.01% | 258 |
|
|
2015
Q3 | $12K | Buy |
+125
| New | +$12K | 0.01% | 234 |
|