Campion Asset Management’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,940
Closed -$232K 94
2022
Q1
$232K Hold
4,940
0.2% 85
2021
Q4
$309K Buy
4,940
+515
+12% +$32.2K 0.26% 74
2021
Q3
$274K Buy
+4,425
New +$274K 0.24% 80