CI Investments Inc’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44K Sell
703
-269
-28% -$16.8K ﹤0.01% 1032
2025
Q1
$57K Buy
972
+43
+5% +$2.52K ﹤0.01% 1009
2024
Q4
$69K Buy
+929
New +$69K ﹤0.01% 997