Dynamic Advisor Solutions’s Moody's MCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-553
| Closed | -$263K | – | 739 |
|
2024
Q3 | $263K | Sell |
553
-128
| -19% | -$60.8K | 0.01% | 800 |
|
2024
Q2 | $287K | Buy |
681
+52
| +8% | +$21.9K | 0.01% | 778 |
|
2024
Q1 | $247K | Buy |
629
+11
| +2% | +$4.33K | 0.01% | 807 |
|
2023
Q4 | $230K | Buy |
+618
| New | +$230K | 0.01% | 794 |
|