CX Institutional’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,409
| Closed | -$217K | – | 549 |
|
|
2022
Q3 | $217K | Buy |
6,409
+2,258
| +54% | +$76.5K | 0.02% | 439 |
|
|
2022
Q2 | $164K | Buy |
+4,151
| New | +$164K | 0.01% | 465 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$1K | – | 890 |
|
|
2019
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 871 |
|