Evergreen Private Wealth’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
201
-58
| -22% | -$29.1K | 0.04% | 93 |
|
|
2025
Q1 | $121K | Buy |
259
+1
| +0.4% | +$466 | 0.06% | 90 |
|
|
2024
Q4 | $122K | Buy |
258
+1
| +0.4% | +$474 | 0.06% | 96 |
|
|
2024
Q3 | $122K | Buy |
257
+3
| +1% | +$1.42K | 0.06% | 93 |
|
|
2024
Q2 | $107K | Hold |
254
| – | – | 0.05% | 97 |
|
|
2024
Q1 | $99.9K | Sell |
254
-4
| -2% | -$1.57K | 0.05% | 101 |
|
|
2023
Q4 | $101K | Buy |
+258
| New | +$101K | 0.05% | 93 |
|