FDx Advisors’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,494
Closed -$252K 530
2023
Q4
$252K Sell
4,494
-65
-1% -$3.65K 0.02% 583
2023
Q3
$206K Buy
+4,559
New +$206K 0.02% 597