CM Wealth 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
Q2 | – | Sell |
-525
| Closed | -$207K | – | 136 |
|
|
2024
Q1 | $207K | Buy |
+525
| New | +$207K | 0.06% | 178 |
|
|
2023
Q3 | – | Sell |
-849
| Closed | -$300K | – | 133 |
|
|
2023
Q2 | $300K | Sell |
849
-7,392
| -90% | -$2.61M | 0.1% | 103 |
|
|
2023
Q1 | $2.51M | Buy |
+8,241
| New | +$2.51M | 0.49% | 31 |
|