Financial Consulate’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,362
| Closed | -$417K | – | 86 |
|
2023
Q1 | $417K | Buy |
1,362
+266
| +24% | +$81.4K | 0.15% | 83 |
|
2022
Q4 | $305K | Buy |
1,096
+28
| +3% | +$7.8K | 0.11% | 104 |
|
2022
Q3 | $260K | Buy |
+1,068
| New | +$260K | 0.11% | 98 |
|
2022
Q1 | – | Sell |
-544
| Closed | -$213K | – | 140 |
|
2021
Q4 | $213K | Buy |
+544
| New | +$213K | 0.07% | 132 |
|
2021
Q3 | – | Sell |
-582
| Closed | -$211K | – | 136 |
|
2021
Q2 | $211K | Buy |
+582
| New | +$211K | 0.08% | 123 |
|