EWG Elevate’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 | $312K | Sell |
623
-10
| -2% | -$5.02K | 0.1% | 117 |
|
2025
Q1 | $295K | Sell |
633
-3
| -0.5% | -$1.4K | 0.11% | 97 |
|
2024
Q4 | $301K | Buy |
636
+13
| +2% | +$6.15K | 0.09% | 125 |
|
2024
Q3 | $296K | Buy |
623
+1
| +0.2% | +$475 | 0.12% | 88 |
|
2024
Q2 | $262K | Hold |
622
| – | – | 0.1% | 111 |
|
2024
Q1 | $244K | Sell |
622
-8
| -1% | -$3.14K | 0.09% | 107 |
|
2023
Q4 | $246K | Buy |
+630
| New | +$246K | 0.1% | 90 |
|
2023
Q3 | – | Sell |
-619
| Closed | -$215K | – | 111 |
|
2023
Q2 | $215K | Buy |
+619
| New | +$215K | 0.09% | 89 |
|
2023
Q1 | – | Sell |
-623
| Closed | -$174K | – | 473 |
|
2022
Q4 | $174K | Buy |
+623
| New | +$174K | 0.09% | 81 |
|
2022
Q2 | – | Sell |
-601
| Closed | -$203K | – | 94 |
|
2022
Q1 | $203K | Hold |
601
| – | – | 0.08% | 87 |
|
2021
Q4 | $235K | Hold |
601
| – | – | 0.12% | 74 |
|
2021
Q3 | $213K | Hold |
601
| – | – | 0.09% | 81 |
|
2021
Q2 | $220K | Buy |
+601
| New | +$220K | 0.09% | 78 |
|