Financial Gravity Asset Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10
| Closed | -$3.82K | – | 2093 |
|
|
2024
Q1 | $3.82K | Buy |
+10
| New | +$3.82K | ﹤0.01% | 926 |
|
|
2023
Q4 | – | Hold |
0
| – | -$4 | – | 1477 |
|
|
2023
Q3 | – | Sell |
-348
| Closed | -$1.59K | – | 1200 |
|
|
2023
Q2 | $1.59K | Buy |
+348
| New | +$1.59K | ﹤0.01% | 694 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$4 | – | 967 |
|
|
2021
Q4 | $4 | Hold |
11
| – | – | ﹤0.01% | 909 |
|
|
2021
Q3 | $4K | Sell |
11
-28
| -72% | -$10.2K | ﹤0.01% | 934 |
|
|
2021
Q2 | $14K | Hold |
39
| – | – | 0.01% | 873 |
|
|
2021
Q1 | $12 | Buy |
39
+2
| +5% | +$1 | ﹤0.01% | 714 |
|
|
2020
Q4 | $11K | Buy |
+37
| New | +$11K | 0.01% | 171 |
|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 1602 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1444 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1459 |
|
|
2018
Q3 | $18K | Sell |
125
-83
| -40% | -$12K | 0.02% | 485 |
|
|
2018
Q2 | $36K | Sell |
208
-381
| -65% | -$65.9K | 0.03% | 395 |
|
|
2018
Q1 | $96K | Buy |
+589
| New | +$96K | 0.1% | 192 |
|