Castle Wealth Management’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-759	Closed	-$26K	–	400
2022 Q3	$26K	Buy	759 +246	+48%	+$8.43K	0.02%	295
2022 Q2	$20K	Buy	+513	New	+$20K	0.01%	313