Carroll Financial Associates’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $75K | Buy |
188
+8
| +4% | +$3.19K | ﹤0.01% | 604 |
|
|
2021
Q3 | $63K | Buy |
180
+100
| +125% | +$35K | ﹤0.01% | 678 |
|
|
2021
Q2 | $28K | Buy |
80
+7
| +10% | +$2.45K | ﹤0.01% | 984 |
|
|
2021
Q1 | $21K | Hold |
73
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q4 | $21K | Hold |
73
| – | – | ﹤0.01% | 915 |
|
|
2020
Q3 | $21K | Sell |
73
-159
| -69% | -$45.7K | ﹤0.01% | 847 |
|
|
2020
Q2 | $63K | Buy |
232
+156
| +205% | +$42.4K | 0.01% | 598 |
|
|
2020
Q1 | $16K | Buy |
76
+33
| +77% | +$6.95K | ﹤0.01% | 832 |
|
|
2019
Q4 | $10K | Sell |
43
-3
| -7% | -$698 | ﹤0.01% | 1063 |
|
|
2019
Q3 | $9K | Hold |
46
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q2 | $9K | Hold |
46
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q1 | $8K | Sell |
46
-9
| -16% | -$1.57K | ﹤0.01% | 1000 |
|
|
2018
Q4 | $7K | Sell |
55
-19
| -26% | -$2.42K | ﹤0.01% | 954 |
|
|
2018
Q3 | $12K | Sell |
74
-40
| -35% | -$6.49K | ﹤0.01% | 849 |
|
|
2018
Q2 | $19K | Hold |
114
| – | – | ﹤0.01% | 695 |
|
|
2018
Q1 | $18K | Buy |
114
+17
| +18% | +$2.68K | ﹤0.01% | 700 |
|
|
2017
Q4 | $14K | Sell |
97
-9
| -8% | -$1.3K | ﹤0.01% | 751 |
|
|
2017
Q3 | $15K | Buy |
106
+3
| +3% | +$425 | ﹤0.01% | 731 |
|
|
2017
Q2 | $12K | Sell |
103
-28
| -21% | -$3.26K | ﹤0.01% | 799 |
|
|
2017
Q1 | $14K | Buy |
131
+7
| +6% | +$748 | ﹤0.01% | 745 |
|
|
2016
Q4 | $11K | Hold |
124
| – | – | ﹤0.01% | 771 |
|
|
2016
Q3 | $13K | Buy |
124
+4
| +3% | +$419 | ﹤0.01% | 759 |
|
|
2016
Q2 | $11K | Buy |
120
+4
| +3% | +$367 | ﹤0.01% | 763 |
|
|
2016
Q1 | $11K | Sell |
116
-28
| -19% | -$2.66K | ﹤0.01% | 744 |
|
|
2015
Q4 | $14K | Hold |
144
| – | – | ﹤0.01% | 668 |
|
|
2015
Q3 | $14K | Buy |
144
+15
| +12% | +$1.46K | ﹤0.01% | 646 |
|
|
2015
Q2 | $14K | Buy |
+129
| New | +$14K | ﹤0.01% | 638 |
|
|
2014
Q3 | – | Sell |
-109
| Closed | -$10K | – | 895 |
|
|
2014
Q2 | $10K | Buy |
+109
| New | +$10K | ﹤0.01% | 603 |
|