Capital Planning Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,563
| Closed | -$380K | – | 127 |
|
|
2022
Q3 | $380K | Sell |
1,563
-1,510
| -49% | -$367K | 0.1% | 93 |
|
|
2022
Q2 | $836K | Sell |
3,073
-1,971
| -39% | -$536K | 0.22% | 69 |
|
|
2022
Q1 | $1.7M | Sell |
5,044
-65
| -1% | -$21.9K | 0.36% | 66 |
|
|
2021
Q4 | $2M | Buy |
5,109
+377
| +8% | +$147K | 0.38% | 67 |
|
|
2021
Q3 | $1.68M | Buy |
4,732
+98
| +2% | +$34.8K | 0.35% | 68 |
|
|
2021
Q2 | $1.68M | Sell |
4,634
-29
| -0.6% | -$10.5K | 0.34% | 73 |
|
|
2021
Q1 | $1.39M | Buy |
4,663
+2,088
| +81% | +$623K | 0.31% | 72 |
|
|
2020
Q4 | $747K | Buy |
2,575
+280
| +12% | +$81.2K | 0.18% | 85 |
|
|
2020
Q3 | $665K | Buy |
2,295
+370
| +19% | +$107K | 0.18% | 83 |
|
|
2020
Q2 | $529K | Buy |
1,925
+459
| +31% | +$126K | 0.16% | 85 |
|
|
2020
Q1 | $310K | Buy |
1,466
+90
| +7% | +$19K | 0.12% | 98 |
|
|
2019
Q4 | $327K | Buy |
+1,376
| New | +$327K | 0.09% | 104 |
|