Dowling & Yahnke’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $322K | Buy |
1,325
+12
| +0.9% | +$2.92K | 0.02% | 312 |
|
|
2022
Q2 | $357K | Hold |
1,313
| – | – | 0.02% | 300 |
|
|
2022
Q1 | $443K | Hold |
1,313
| – | – | 0.02% | 285 |
|
|
2021
Q4 | $513K | Hold |
1,313
| – | – | 0.02% | 275 |
|
|
2021
Q3 | $466K | Sell |
1,313
-30
| -2% | -$10.6K | 0.03% | 271 |
|
|
2021
Q2 | $487K | Sell |
1,343
-23
| -2% | -$8.34K | 0.03% | 261 |
|
|
2021
Q1 | $408K | Sell |
1,366
-3
| -0.2% | -$896 | 0.03% | 267 |
|
|
2020
Q4 | $397K | Sell |
1,369
-87
| -6% | -$25.2K | 0.03% | 265 |
|
|
2020
Q3 | $422K | Sell |
1,456
-43
| -3% | -$12.5K | 0.03% | 244 |
|
|
2020
Q2 | $412K | Hold |
1,499
| – | – | 0.03% | 242 |
|
|
2020
Q1 | $317K | Buy |
+1,499
| New | +$317K | 0.03% | 246 |
|