CM Wealth Advisors’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-35,096	Closed	-$1.43M	–	316
2023 Q1	$1.43M	Buy	+35,096	New	+$1.43M	0.28%	85