Dubuque Bank & Trust’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$392K Hold
1,240
0.05% 153
2023
Q2
$431K Hold
1,240
0.06% 142
2023
Q1
$379K Hold
1,240
0.05% 151
2022
Q4
$345K Hold
1,240
0.05% 154
2022
Q3
$301K Buy
1,240
+185
+18% +$44.9K 0.04% 158
2022
Q2
$287K Hold
1,055
0.04% 167
2022
Q1
$356K Hold
1,055
0.04% 167
2021
Q4
$412K Hold
1,055
0.04% 169
2021
Q3
$375K Hold
1,055
0.04% 176
2021
Q2
$382K Sell
1,055
-490
-32% -$177K 0.04% 184
2021
Q1
$461K Sell
1,545
-11
-0.7% -$3.28K 0.05% 171
2020
Q4
$452K Buy
1,556
+145
+10% +$42.1K 0.06% 158
2020
Q3
$409K Hold
1,411
0.06% 139
2020
Q2
$388K Hold
1,411
0.06% 145
2020
Q1
$298K Hold
1,411
0.06% 162
2019
Q4
$335K Buy
1,411
+11
+0.8% +$2.61K 0.05% 156
2019
Q3
$287K Hold
1,400
0.05% 149
2019
Q2
$273K Hold
1,400
0.04% 150
2019
Q1
$254K Hold
1,400
0.04% 141
2018
Q4
$196K Hold
1,400
0.04% 154
2018
Q3
$234K Hold
1,400
0.04% 146
2018
Q2
$239K Hold
1,400
0.04% 168
2018
Q1
$226K Hold
1,400
0.04% 195
2017
Q4
$207K Hold
1,400
0.03% 217
2017
Q3
$195K Sell
1,400
-23
-2% -$3.2K 0.03% 216
2017
Q2
$173K Hold
1,423
0.04% 214
2017
Q1
$159K Buy
1,423
+23
+2% +$2.57K 0.04% 219
2016
Q4
$132K Hold
1,400
0.02% 173
2016
Q3
$152K Hold
1,400
0.03% 158
2016
Q2
$131K Hold
1,400
0.03% 191
2016
Q1
$135K Hold
1,400
0.03% 205
2015
Q4
$140K Hold
1,400
0.03% 231
2015
Q3
$137K Hold
1,400
0.03% 215
2015
Q2
$151K Buy
+1,400
New +$151K 0.03% 228
2014
Q2
Sell
-240
Closed -$19K 606
2014
Q1
$19K Hold
240
﹤0.01% 293
2013
Q4
$19K Hold
240
﹤0.01% 294
2013
Q3
$17K Hold
240
﹤0.01% 282
2013
Q2
$15K Buy
+240
New +$15K ﹤0.01% 257