Cavalier Investments’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,396
| Closed | -$668K | – | 81 |
|
|
2022
Q4 | $668K | Sell |
2,396
-154
| -6% | -$42.9K | 0.24% | 69 |
|
|
2022
Q3 | $620K | Buy |
2,550
+6
| +0.2% | +$1.46K | 0.22% | 74 |
|
|
2022
Q2 | $692K | Sell |
2,544
-238
| -9% | -$64.7K | 0.24% | 82 |
|
|
2022
Q1 | $939K | Sell |
2,782
-294
| -10% | -$99.2K | 0.25% | 85 |
|
|
2021
Q4 | $1.2M | Buy |
+3,076
| New | +$1.2M | 0.31% | 86 |
|