Financial Gravity Asset Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-45
| Closed | -$1.51K | – | 1552 |
|
|
2023
Q2 | $1.51K | Buy |
+45
| New | +$1.51K | ﹤0.01% | 712 |
|
|
2022
Q2 | – | Sell |
-94
| Closed | -$4 | – | 802 |
|
|
2022
Q1 | $4 | Sell |
94
-32
| -25% | -$1 | ﹤0.01% | 823 |
|
|
2021
Q4 | $29 | Buy |
126
+125
| +12,500% | +$29 | ﹤0.01% | 778 |
|
|
2021
Q3 | $62K | Hold |
1
| – | – | 0.03% | 486 |
|
|
2021
Q2 | $57K | Hold |
1
| – | – | 0.02% | 525 |
|
|
2021
Q1 | $41 | Buy |
+1
| New | +$41 | ﹤0.01% | 577 |
|
|
2018
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1527 |
|
|
2018
Q2 | – | Sell |
-33
| Closed | -$2K | – | 1536 |
|
|
2018
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 971 |
|