Cumberland Partners’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 |
-1,000
| Closed | -$393K | – | 191 |
|
|
2024
Q1 | $393K | Buy |
+1,000
| New | +$393K | 0.03% | 176 |
|
|
2022
Q3 | – | Sell |
-1,841
| Closed | -$501K | – | 163 |
|
|
2022
Q2 | $501K | Sell |
1,841
-409
| -18% | -$111K | 0.05% | 137 |
|
|
2022
Q1 | $759K | Buy |
2,250
+650
| +41% | +$219K | 0.06% | 128 |
|
|
2021
Q4 | $625K | Sell |
1,600
-100
| -6% | -$39.1K | 0.04% | 144 |
|
|
2021
Q3 | $604K | Sell |
1,700
-700
| -29% | -$249K | 0.05% | 144 |
|
|
2021
Q2 | $870K | Sell |
2,400
-1,350
| -36% | -$489K | 0.07% | 129 |
|
|
2021
Q1 | $1.12M | Buy |
3,750
+950
| +34% | +$284K | 0.09% | 118 |
|
|
2020
Q4 | $813K | Sell |
2,800
-150
| -5% | -$43.6K | 0.07% | 127 |
|
|
2020
Q3 | $855K | Sell |
2,950
-1,050
| -26% | -$304K | 0.09% | 107 |
|
|
2020
Q2 | $1.1M | Buy |
4,000
+750
| +23% | +$206K | 0.11% | 101 |
|
|
2020
Q1 | $687K | Hold |
3,250
| – | – | 0.08% | 115 |
|
|
2019
Q4 | $772K | Hold |
3,250
| – | – | 0.07% | 126 |
|
|
2019
Q3 | $666K | Sell |
3,250
-250
| -7% | -$51.2K | 0.06% | 120 |
|
|
2019
Q2 | $684K | Sell |
3,500
-85
| -2% | -$16.6K | 0.07% | 120 |
|
|
2019
Q1 | $649K | Sell |
3,585
-489
| -12% | -$88.5K | 0.07% | 124 |
|
|
2018
Q4 | $571K | Hold |
4,074
| – | – | 0.06% | 123 |
|
|
2018
Q3 | $681K | Buy |
4,074
+1,085
| +36% | +$181K | 0.07% | 123 |
|
|
2018
Q2 | $510K | Buy |
+2,989
| New | +$510K | 0.05% | 139 |
|