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 |
|