DFPG Investments’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$3.1M	Buy	57,004 +2,004	+4%	+$109K	0.24%	103
2023 Q3	$2.3M	Buy	55,000 +20,412	+59%	+$852K	0.21%	115
2023 Q2	$1.77M	Buy	34,588 +19,143	+124%	+$981K	0.16%	139
2023 Q1	$594K	Buy	+15,445	New	+$594K	0.06%	305