Disciplined 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
Q3 | – | Sell |
-9
| Closed | -$408 | – | 951 |
|
|
2023
Q2 | $408 | Sell |
9
-1
| -10% | -$45 | ﹤0.01% | 1298 |
|
|
2023
Q1 | $384 | Buy |
10
+1
| +11% | +$38 | ﹤0.01% | 1317 |
|
|
2022
Q4 | $345 | Buy |
9
+3
| +50% | +$115 | ﹤0.01% | 1299 |
|
|
2022
Q3 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 1441 |
|
|
2022
Q2 | $0 | Sell |
7
-2
| -22% | – | ﹤0.01% | 1477 |
|
|
2022
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1503 |
|