First Allied Advisory Services’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $917K | Buy |
3,164
+708
| +29% | +$205K | 0.03% | 494 |
|
2020
Q2 | $675K | Buy |
2,456
+152
| +7% | +$41.8K | 0.03% | 557 |
|
2020
Q1 | $487K | Sell |
2,304
-59
| -2% | -$12.5K | 0.02% | 599 |
|
2019
Q4 | $557K | Sell |
2,363
-127
| -5% | -$29.9K | 0.02% | 676 |
|
2019
Q3 | $509K | Sell |
2,490
-54
| -2% | -$11K | 0.02% | 679 |
|
2019
Q2 | $497K | Buy |
2,544
+82
| +3% | +$16K | 0.02% | 684 |
|
2019
Q1 | $447K | Sell |
2,462
-97
| -4% | -$17.6K | 0.02% | 710 |
|
2018
Q4 | $360K | Sell |
2,559
-841
| -25% | -$118K | 0.01% | 714 |
|
2018
Q3 | $576K | Buy |
3,400
+33
| +1% | +$5.59K | 0.02% | 664 |
|
2018
Q2 | $578K | Buy |
3,367
+53
| +2% | +$9.1K | 0.02% | 627 |
|
2018
Q1 | $534K | Sell |
3,314
-93
| -3% | -$15K | 0.02% | 641 |
|
2017
Q4 | $503K | Buy |
3,407
+368
| +12% | +$54.3K | 0.02% | 652 |
|
2017
Q3 | $425K | Buy |
3,039
+59
| +2% | +$8.25K | 0.02% | 674 |
|
2017
Q2 | $360K | Sell |
2,980
-1,041
| -26% | -$126K | 0.02% | 741 |
|
2017
Q1 | $452K | Buy |
4,021
+1,856
| +86% | +$209K | 0.02% | 625 |
|
2016
Q4 | $204K | Buy |
2,165
+298
| +16% | +$28.1K | 0.01% | 988 |
|
2016
Q3 | $202K | Buy |
+1,867
| New | +$202K | 0.01% | 940 |
|
2016
Q2 | – | Sell |
-2,276
| Closed | -$218K | – | 1070 |
|
2016
Q1 | $218K | Buy |
2,276
+106
| +5% | +$10.2K | 0.01% | 873 |
|
2015
Q4 | $218K | Sell |
2,170
-304
| -12% | -$30.5K | 0.01% | 926 |
|
2015
Q3 | $241K | Buy |
2,474
+109
| +5% | +$10.6K | 0.01% | 839 |
|
2015
Q2 | $255K | Buy |
2,365
+81
| +4% | +$8.73K | 0.01% | 893 |
|
2015
Q1 | $238K | Buy |
+2,284
| New | +$238K | 0.02% | 884 |
|