Cavalier Investments’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,509
| Closed | -$685K | – | 177 |
|
|
2018
Q3 | $685K | Hold |
12,509
| – | – | 0.2% | 97 |
|
|
2018
Q2 | $733K | Sell |
12,509
-9,700
| -44% | -$568K | 0.25% | 92 |
|
|
2018
Q1 | $1.13M | Hold |
22,209
| – | – | 0.4% | 52 |
|
|
2017
Q4 | $1.08M | Hold |
22,209
| – | – | 0.43% | 52 |
|
|
2017
Q3 | $956K | Buy |
+22,209
| New | +$956K | 0.46% | 56 |
|