Duality Advisers’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,594
| Closed | -$431K | – | 320 |
|
|
2024
Q1 | $431K | Buy |
7,594
+3,026
| +66% | +$172K | 0.04% | 464 |
|
|
2023
Q4 | $256K | Sell |
4,568
-24,967
| -85% | -$1.4M | 0.03% | 520 |
|
|
2023
Q3 | $1.33M | Buy |
+29,535
| New | +$1.33M | 0.16% | 234 |
|
|
2022
Q4 | – | Sell |
-11,781
| Closed | -$398K | – | 696 |
|
|
2022
Q3 | $398K | Sell |
11,781
-24,706
| -68% | -$835K | 0.04% | 440 |
|
|
2022
Q2 | $1.44M | Buy |
+36,487
| New | +$1.44M | 0.14% | 272 |
|