Capital Insight Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,707
| Closed | -$3.28M | – | 180 |
|
|
2023
Q1 | $3.28M | Sell |
10,707
-226
| -2% | -$69.2K | 0.77% | 42 |
|
|
2022
Q4 | $3.05M | Buy |
10,933
+224
| +2% | +$62.4K | 0.79% | 39 |
|
|
2022
Q3 | $2.6M | Sell |
10,709
-1,150
| -10% | -$280K | 0.7% | 47 |
|
|
2022
Q2 | $3.23M | Buy |
11,859
+352
| +3% | +$95.7K | 0.75% | 45 |
|
|
2022
Q1 | $3.88M | Buy |
11,507
+1,400
| +14% | +$472K | 0.79% | 39 |
|
|
2021
Q4 | $3.95M | Buy |
10,107
+126
| +1% | +$49.2K | 0.8% | 41 |
|
|
2021
Q3 | $3.54M | Buy |
9,981
+119
| +1% | +$42.3K | 0.77% | 41 |
|
|
2021
Q2 | $3.57M | Buy |
9,862
+258
| +3% | +$93.5K | 0.81% | 39 |
|
|
2021
Q1 | $2.87M | Buy |
9,604
+398
| +4% | +$119K | 0.7% | 52 |
|
|
2020
Q4 | $2.67M | Sell |
9,206
-12
| -0.1% | -$3.48K | 0.67% | 53 |
|
|
2020
Q3 | $2.67M | Buy |
9,218
+29
| +0.3% | +$8.41K | 0.75% | 43 |
|
|
2020
Q2 | $2.52M | Sell |
9,189
-298
| -3% | -$81.9K | 0.8% | 40 |
|
|
2020
Q1 | $2.01M | Buy |
9,487
+505
| +6% | +$107K | 1.06% | 30 |
|
|
2019
Q4 | $2.13M | Sell |
8,982
-4
| -0% | -$949 | 0.98% | 33 |
|
|
2019
Q3 | $1.84M | Sell |
8,986
-104
| -1% | -$21.3K | 1.61% | 27 |
|
|
2019
Q2 | $1.78M | Buy |
9,090
+95
| +1% | +$18.6K | 1.54% | 28 |
|
|
2019
Q1 | $1.63M | Buy |
8,995
+505
| +6% | +$91.5K | 1.47% | 30 |
|
|
2018
Q4 | $1.19M | Buy |
8,490
+1
| +0% | +$140 | 1.23% | 37 |
|
|
2018
Q3 | $1.42M | Buy |
+8,489
| New | +$1.42M | 1.25% | 35 |
|