DGS Capital Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $218K | Hold |
2,945
| – | – | 0.05% | 265 |
|
|
2024
Q3 | $202K | Buy |
+2,945
| New | +$202K | 0.05% | 277 |
|
|
2023
Q2 | – | Sell |
-7,557
| Closed | -$290K | – | 251 |
|
|
2023
Q1 | $290K | Sell |
7,557
-592
| -7% | -$22.8K | 0.16% | 143 |
|
|
2022
Q4 | $313K | Buy |
8,149
+1,046
| +15% | +$40.1K | 0.2% | 125 |
|
|
2022
Q3 | $240K | Buy |
7,103
+1,917
| +37% | +$64.8K | 0.16% | 147 |
|
|
2022
Q2 | $204K | Buy |
+5,186
| New | +$204K | 0.16% | 165 |
|