Evolution Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-47
| Closed | -$17K | – | 435 |
|
|
2021
Q3 | $17K | Hold |
47
| – | – | ﹤0.01% | 332 |
|
|
2021
Q2 | $17K | Hold |
47
| – | – | ﹤0.01% | 328 |
|
|
2021
Q1 | $14K | Hold |
47
| – | – | ﹤0.01% | 357 |
|
|
2020
Q4 | $14K | Hold |
47
| – | – | ﹤0.01% | 314 |
|
|
2020
Q3 | $14K | Hold |
47
| – | – | ﹤0.01% | 312 |
|
|
2020
Q2 | $13K | Buy |
+47
| New | +$13K | ﹤0.01% | 254 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$5K | – | 523 |
|
|
2019
Q4 | $5K | Buy |
23
+1
| +5% | +$217 | ﹤0.01% | 405 |
|
|
2019
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 278 |
|
|
2019
Q2 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 300 |
|