Clearstead Trust’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1K | Buy |
54
+16
| +42% | +$8.03K | 0.01% | 376 |
|
|
2025
Q1 | $17.7K | Hold |
38
| – | – | ﹤0.01% | 372 |
|
|
2024
Q4 | $18K | Hold |
38
| – | – | ﹤0.01% | 324 |
|
|
2024
Q3 | $18K | Sell |
38
-28
| -42% | -$13.3K | ﹤0.01% | 313 |
|
|
2024
Q2 | $27.8K | Hold |
66
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $25.9K | Sell |
66
-933
| -93% | -$367K | 0.01% | 288 |
|
|
2023
Q4 | $390K | Buy |
999
+921
| +1,181% | +$360K | 0.11% | 108 |
|
|
2023
Q3 | $24.7K | Hold |
78
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $27.1K | Buy |
+78
| New | +$27.1K | 0.01% | 246 |
|