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Capital Advisors Ltd’s Moelis & Co MC Stock Holding History

Capital Advisors Ltd’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12K Hold
200
– – ﹤0.01% 748
2025
Q1 		$12K Hold
200
– – ﹤0.01% 733
2024
Q4 		$15K Hold
200
– – ﹤0.01% 685
2024
Q3 		$14K Hold
200
– – ﹤0.01% 705
2024
Q2 		$11K Buy
+200
New +$11K ﹤0.01% 734