Cipher Capital’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $357K | Buy |
+6,294
| New | +$357K | 0.17% | 224 |
|
2021
Q2 | – | Sell |
-4,956
| Closed | -$272K | – | 451 |
|
2021
Q1 | $272K | Sell |
4,956
-359
| -7% | -$19.7K | 0.03% | 444 |
|
2020
Q4 | $249K | Buy |
+5,315
| New | +$249K | 0.03% | 418 |
|
2020
Q1 | – | Sell |
-11,347
| Closed | -$362K | – | 497 |
|
2019
Q4 | $362K | Sell |
11,347
-15,991
| -58% | -$510K | 0.03% | 425 |
|
2019
Q3 | $898K | Buy |
27,338
+3,370
| +14% | +$111K | 0.07% | 340 |
|
2019
Q2 | $838K | Sell |
23,968
-27,183
| -53% | -$950K | 0.07% | 335 |
|
2019
Q1 | $2.13M | Buy |
51,151
+40,386
| +375% | +$1.68M | 0.17% | 184 |
|
2018
Q4 | $370K | Buy |
+10,765
| New | +$370K | 0.05% | 395 |
|