CIBC Private Wealth Group’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 | $561 | Buy |
+9
| New | +$561 | ﹤0.01% | 2824 |
|
|
2025
Q1 | – | Sell |
-398
| Closed | -$29.7K | – | 3208 |
|
|
2024
Q4 | $29.7K | Buy |
398
+137
| +52% | +$10.2K | ﹤0.01% | 1899 |
|
|
2024
Q3 | $17.9K | Hold |
261
| – | – | ﹤0.01% | 2210 |
|
|
2024
Q2 | $15.1K | Sell |
261
-200
| -43% | -$11.6K | ﹤0.01% | 2140 |
|
|
2024
Q1 | $25.9K | Buy |
+461
| New | +$25.9K | ﹤0.01% | 1944 |
|
|
2018
Q3 | – | Sell |
-114
| Closed | -$7K | – | 1399 |
|
|
2018
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 1651 |
|
|
2018
Q1 | $6K | Buy |
114
+1
| +0.9% | +$53 | ﹤0.01% | 1628 |
|
|
2017
Q4 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 1685 |
|