Claar Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,400
| Closed | -$4.06M | – | 29 |
|
|
2023
Q4 | $4.06M | Sell |
10,400
-3,000
| -22% | -$1.17M | 1.44% | 21 |
|
|
2023
Q3 | $4.24M | Hold |
13,400
| – | – | 1.68% | 20 |
|
|
2023
Q2 | $4.66M | Hold |
13,400
| – | – | 1.76% | 22 |
|
|
2023
Q1 | $4.1M | Hold |
13,400
| – | – | 1.67% | 21 |
|
|
2022
Q4 | $3.73M | Buy |
13,400
+75
| +0.6% | +$20.9K | 1.64% | 21 |
|
|
2022
Q3 | $3.24M | Hold |
13,325
| – | – | 1.37% | 23 |
|
|
2022
Q2 | $3.62M | Buy |
13,325
+50
| +0.4% | +$13.6K | 1.42% | 23 |
|
|
2022
Q1 | $4.48M | Buy |
13,275
+9,675
| +269% | +$3.26M | 1.31% | 26 |
|
|
2021
Q4 | $1.41M | Hold |
3,600
| – | – | 0.4% | 33 |
|
|
2021
Q3 | $1.28M | Hold |
3,600
| – | – | 0.38% | 33 |
|
|
2021
Q2 | $1.31M | Hold |
3,600
| – | – | 0.39% | 34 |
|
|
2021
Q1 | $1.08M | Buy |
+3,600
| New | +$1.08M | 0.37% | 32 |
|