FinTrust Capital Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,014
| Closed | -$32K | – | 1137 |
|
|
2019
Q4 | $32K | Buy |
1,014
+15
| +2% | +$473 | 0.01% | 535 |
|
|
2019
Q3 | $33K | Buy |
999
+15
| +2% | +$495 | 0.01% | 516 |
|
|
2019
Q2 | $34K | Buy |
984
+14
| +1% | +$484 | 0.01% | 484 |
|
|
2019
Q1 | $40K | Buy |
970
+38
| +4% | +$1.57K | 0.02% | 435 |
|
|
2018
Q4 | $32K | Buy |
+932
| New | +$32K | 0.02% | 462 |
|