Cape Investment Advisory’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-110
Closed -$4.23K 949
2023
Q1
$4.23K Buy
+110
New +$4.23K ﹤0.01% 708