EverSource Wealth Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2K | Buy |
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|
2025
Q1 | $18.4K | Buy |
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|
2024
Q4 | $14K | Buy |
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|
2024
Q3 | $8.43K | Buy |
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|
2024
Q2 | $6.66K | Buy |
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|
2024
Q1 | $4.12K | Buy |
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|
2023
Q4 | $3.31K | Buy |
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|
2023
Q3 | $677 | Sell |
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|
2023
Q2 | $861 | Sell |
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|
2023
Q1 | $31.4K | Sell |
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|
2022
Q4 | $40.1K | Sell |
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|
2022
Q3 | $75K | Sell |
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|
2022
Q2 | $91K | Buy |
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