Financial Synergies Wealth Advisors’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 |
-3
| Closed | -$1.18K | – | 290 |
|
|
2024
Q1 | $1.18K | Buy |
+3
| New | +$1.18K | ﹤0.01% | 386 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | -$949 | – | 515 |
|
|
2023
Q3 | $949 | Hold |
3
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $1.04K | Sell |
3
-3
| -50% | -$1.04K | ﹤0.01% | 367 |
|
|
2023
Q1 | $1.84K | Buy |
+6
| New | +$1.84K | ﹤0.01% | 303 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$1.46K | – | 485 |
|
|
2022
Q3 | $1.46K | Hold |
6
| – | – | ﹤0.01% | 251 |
|
|
2022
Q2 | $1.63K | Buy |
+6
| New | +$1.63K | ﹤0.01% | 259 |
|