Drive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,450
| Closed | -$444K | – | 303 |
|
|
2023
Q1 | $444K | Buy |
1,450
+47
| +3% | +$14.4K | 0.19% | 133 |
|
|
2022
Q4 | $391K | Buy |
1,403
+102
| +8% | +$28.4K | 0.2% | 121 |
|
|
2022
Q3 | $316K | Sell |
1,301
-1,296
| -50% | -$315K | 0.3% | 103 |
|
|
2022
Q2 | $706K | Sell |
2,597
-25
| -1% | -$6.8K | 0.64% | 37 |
|
|
2022
Q1 | $885K | Buy |
+2,622
| New | +$885K | 0.75% | 32 |
|