Doyle Wealth Management’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 | $209K | Hold |
858
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $233K | Hold |
858
| – | – | 0.02% | 194 |
|
|
2022
Q1 | $289K | Hold |
858
| – | – | 0.02% | 204 |
|
|
2021
Q4 | $335K | Sell |
858
-50
| -6% | -$19.5K | 0.02% | 181 |
|
|
2021
Q3 | $322K | Hold |
908
| – | – | 0.03% | 177 |
|
|
2021
Q2 | $329K | Sell |
908
-10
| -1% | -$3.62K | 0.03% | 171 |
|
|
2021
Q1 | $274K | Hold |
918
| – | – | 0.03% | 181 |
|
|
2020
Q4 | $266K | Sell |
918
-100
| -10% | -$29K | 0.03% | 181 |
|
|
2020
Q3 | $295K | Sell |
1,018
-65
| -6% | -$18.8K | 0.03% | 152 |
|
|
2020
Q2 | $298K | Hold |
1,083
| – | – | 0.04% | 144 |
|
|
2020
Q1 | $229K | Hold |
1,083
| – | – | 0.04% | 162 |
|
|
2019
Q4 | $257K | Hold |
1,083
| – | – | 0.03% | 180 |
|
|
2019
Q3 | $222K | Hold |
1,083
| – | – | 0.03% | 184 |
|
|
2019
Q2 | $212K | Hold |
1,083
| – | – | 0.03% | 184 |
|
|
2019
Q1 | $205K | Hold |
1,083
| – | – | 0.03% | 185 |
|
|
2018
Q4 | $152K | Buy |
+1,083
| New | +$152K | 0.03% | 200 |
|