Charter Oak Capital Management’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 |
-70
| Closed | -$19K | – | 574 |
|
|
2022
Q2 | $19K | Hold |
70
| – | – | ﹤0.01% | 485 |
|
|
2022
Q1 | $24K | Hold |
70
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $27K | Hold |
70
| – | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $25K | Hold |
70
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $25K | Hold |
70
| – | – | ﹤0.01% | 416 |
|
|
2021
Q1 | $21K | Hold |
70
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $20K | Buy |
+70
| New | +$20K | ﹤0.01% | 410 |
|