Crossmark Global Holdings’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,543	Closed	-$259K	–	1318
2024 Q2	$259K	Sell	4,543 -46	-1%	-$2.62K	0.01%	1125
2024 Q1	$260K	Buy	4,589 +206	+5%	+$11.7K	0.01%	1158
2023 Q4	$246K	Buy	+4,383	New	+$246K	0.01%	1171