Evoke Wealth’s Moelis & Co MC Stock Holding History

Evoke Wealth’s Portfolio MC Stock Details MC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$215K	Buy
2022 Q4	–	Sell
2022 Q3	$56K	Hold
2022 Q2	$65K	Hold
2022 Q1	$77K	Hold
2021 Q4	$103K	Hold
2021 Q3	$102K	Hold
2021 Q2	$94K	Hold
2021 Q1	$91K	Hold
2020 Q4	$77K	Hold
2020 Q3	$58K	Buy