Collective Family Office’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-788
Closed -$214K 187
2022
Q2
$214K Sell
788
-2
-0.3% -$543 0.09% 177
2022
Q1
$267K Hold
790
0.1% 165
2021
Q4
$309K Buy
790
+36
+5% +$14.1K 0.12% 147
2021
Q3
$268K Hold
754
0.12% 148
2021
Q2
$273K Hold
754
0.12% 145
2021
Q1
$225K Hold
754
0.11% 154
2020
Q4
$219K Buy
+754
New +$219K 0.12% 147