Evoke Wealth’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,650
| Closed | -$56K | – | 819 |
|
|
2022
Q3 | $56K | Hold |
1,650
| – | – | ﹤0.01% | 502 |
|
|
2022
Q2 | $65K | Hold |
1,650
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $77K | Hold |
1,650
| – | – | ﹤0.01% | 465 |
|
|
2021
Q4 | $103K | Hold |
1,650
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $102K | Hold |
1,650
| – | – | ﹤0.01% | 423 |
|
|
2021
Q2 | $94K | Hold |
1,650
| – | – | ﹤0.01% | 450 |
|
|
2021
Q1 | $91K | Hold |
1,650
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $77K | Hold |
1,650
| – | – | 0.01% | 322 |
|
|
2020
Q3 | $58K | Buy |
+1,650
| New | +$58K | ﹤0.01% | 339 |
|