Drive Wealth Management’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 | – | Sell |
-5,397
| Closed | -$244K | – | 316 |
|
|
2023
Q3 | $244K | Sell |
5,397
-1,849
| -26% | -$83.4K | 0.09% | 206 |
|
|
2023
Q2 | $329K | Sell |
7,246
-1,023
| -12% | -$46.4K | 0.12% | 160 |
|
|
2023
Q1 | $318K | Sell |
8,269
-982
| -11% | -$37.7K | 0.13% | 163 |
|
|
2022
Q4 | $355K | Buy |
+9,251
| New | +$355K | 0.18% | 136 |
|