Cetera Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,159
| Closed | -$212K | – | 1138 |
|
|
2019
Q1 | $212K | Buy |
+5,159
| New | +$212K | 0.01% | 762 |
|
|
2018
Q4 | – | Sell |
-5,709
| Closed | -$311K | – | 912 |
|
|
2018
Q3 | $311K | Sell |
5,709
-50
| -0.9% | -$2.72K | 0.02% | 709 |
|
|
2018
Q2 | $338K | Buy |
5,759
+675
| +13% | +$39.6K | 0.02% | 627 |
|
|
2018
Q1 | $256K | Buy |
5,084
+875
| +21% | +$44.1K | 0.02% | 659 |
|
|
2017
Q4 | $204K | Buy |
+4,209
| New | +$204K | 0.01% | 705 |
|