Financial Architects (New Jersey)’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-35
| Closed | -$10K | – | 549 |
|
|
2020
Q2 | $10K | Sell |
35
-15
| -30% | -$4.29K | ﹤0.01% | 648 |
|
|
2020
Q1 | $11K | Sell |
50
-85
| -63% | -$18.7K | ﹤0.01% | 600 |
|
|
2019
Q4 | $32K | Hold |
135
| – | – | 0.01% | 491 |
|
|
2019
Q3 | $28K | Sell |
135
-95
| -41% | -$19.7K | 0.01% | 522 |
|
|
2019
Q2 | $45K | Hold |
230
| – | – | 0.01% | 469 |
|
|
2019
Q1 | $42K | Sell |
230
-200
| -47% | -$36.5K | 0.01% | 585 |
|
|
2018
Q4 | $60K | Sell |
430
-800
| -65% | -$112K | 0.01% | 461 |
|
|
2018
Q3 | $206K | Buy |
1,230
+1,200
| +4,000% | +$201K | 0.03% | 273 |
|
|
2018
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 1108 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1408 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1429 |
|
|
2017
Q2 | – | Sell |
-15
| Closed | -$2K | – | 1455 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1341 |
|
|
2016
Q4 | $1K | Sell |
15
-17
| -53% | -$1.13K | ﹤0.01% | 1327 |
|
|
2016
Q3 | $3K | Sell |
32
-124
| -79% | -$11.6K | ﹤0.01% | 1217 |
|
|
2016
Q2 | $15K | Sell |
156
-50
| -24% | -$4.81K | ﹤0.01% | 857 |
|
|
2016
Q1 | $20K | Buy |
+206
| New | +$20K | 0.01% | 574 |
|
|
2015
Q3 | – | Sell |
-239
| Closed | -$26K | – | 605 |
|
|
2015
Q2 | $26K | Hold |
239
| – | – | 0.01% | 565 |
|
|
2015
Q1 | $25K | Buy |
239
+124
| +108% | +$13K | 0.01% | 530 |
|
|
2014
Q4 | $11K | Hold |
115
| – | – | ﹤0.01% | 642 |
|
|
2014
Q3 | $11K | Hold |
115
| – | – | 0.01% | 577 |
|
|
2014
Q2 | $10K | Buy |
+115
| New | +$10K | ﹤0.01% | 629 |
|