EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-765
| Closed | -$222K | – | 192 |
|
|
2020
Q4 | $222K | Buy |
+765
| New | +$222K | 0.13% | 138 |
|
|
2020
Q2 | – | Sell |
-244
| Closed | -$52K | – | 518 |
|
|
2020
Q1 | $52K | Buy |
244
+139
| +132% | +$29.6K | 0.04% | 272 |
|
|
2019
Q4 | $25K | Buy |
+105
| New | +$25K | 0.02% | 316 |
|