Cetera Advisor Networks’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $204K | Sell |
3,586
-188
| -5% | -$10.7K | ﹤0.01% | 2582 |
|
|
2023
Q4 | $212K | Buy |
+3,774
| New | +$212K | ﹤0.01% | 2491 |
|
|
2022
Q2 | – | Sell |
-6,366
| Closed | -$299K | – | 2141 |
|
|
2022
Q1 | $299K | Buy |
6,366
+828
| +15% | +$38.9K | ﹤0.01% | 1628 |
|
|
2021
Q4 | $346K | Buy |
5,538
+1,508
| +37% | +$94.2K | ﹤0.01% | 1525 |
|
|
2021
Q3 | $249K | Buy |
+4,030
| New | +$249K | ﹤0.01% | 1660 |
|
|
2020
Q3 | – | Sell |
-1,742
| Closed | -$54K | – | 2281 |
|
|
2020
Q2 | $54K | Buy |
+1,742
| New | +$54K | ﹤0.01% | 1857 |
|