Creative Financial Designs’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-95
| Closed | -$6K | – | 1346 |
|
|
2021
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q2 | $5K | Hold |
95
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q1 | $5K | Hold |
95
| – | – | ﹤0.01% | 1065 |
|
|
2020
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q3 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 1033 |
|