Cedar Brook Financial Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,033
| Closed | -$281K | – | 362 |
|
|
2022
Q2 | $281K | Buy |
1,033
+13
| +1% | +$3.54K | 0.09% | 252 |
|
|
2022
Q1 | $344K | Buy |
1,020
+66
| +7% | +$22.3K | 0.09% | 247 |
|
|
2021
Q4 | $373K | Sell |
954
-31
| -3% | -$12.1K | 0.1% | 232 |
|
|
2021
Q3 | $350K | Sell |
985
-13
| -1% | -$4.62K | 0.11% | 219 |
|
|
2021
Q2 | $362K | Buy |
998
+70
| +8% | +$25.4K | 0.1% | 229 |
|
|
2021
Q1 | $277K | Buy |
928
+7
| +0.8% | +$2.09K | 0.1% | 243 |
|
|
2020
Q4 | $267K | Buy |
921
+50
| +6% | +$14.5K | 0.09% | 238 |
|
|
2020
Q3 | $252K | Sell |
871
-44
| -5% | -$12.7K | 0.1% | 231 |
|
|
2020
Q2 | $251K | Buy |
+915
| New | +$251K | 0.11% | 223 |
|
|
2019
Q4 | – | Sell |
-1,470
| Closed | -$301K | – | 311 |
|
|
2019
Q3 | $301K | Sell |
1,470
-11
| -0.7% | -$2.25K | 0.13% | 204 |
|
|
2019
Q2 | $289K | Buy |
1,481
+1
| +0.1% | +$195 | 0.13% | 209 |
|
|
2019
Q1 | $268K | Buy |
+1,480
| New | +$268K | 0.13% | 216 |
|