First Foundation 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
Q3 | – | Sell |
-292
| Closed | -$123K | – | 405 |
|
|
2024
Q2 | $123K | Hold |
292
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $115K | Sell |
292
-25
| -8% | -$9.83K | ﹤0.01% | 366 |
|
|
2023
Q4 | $124K | Sell |
317
-501
| -61% | -$196K | 0.01% | 373 |
|
|
2023
Q3 | $259K | Sell |
818
-7
| -0.8% | -$2.21K | 0.01% | 346 |
|
|
2023
Q2 | $287K | Buy |
825
+30
| +4% | +$10.4K | 0.01% | 325 |
|
|
2023
Q1 | $243K | Sell |
795
-67
| -8% | -$20.5K | 0.01% | 332 |
|
|
2022
Q4 | $240K | Buy |
+862
| New | +$240K | 0.01% | 340 |
|
|
2022
Q2 | – | Sell |
-658
| Closed | -$222K | – | 432 |
|
|
2022
Q1 | $222K | Buy |
658
+30
| +5% | +$10.1K | 0.01% | 380 |
|
|
2021
Q4 | $245K | Buy |
628
+13
| +2% | +$5.07K | 0.01% | 378 |
|
|
2021
Q3 | $218K | Buy |
615
+38
| +7% | +$13.5K | 0.01% | 406 |
|
|
2021
Q2 | $209K | Buy |
+577
| New | +$209K | 0.01% | 424 |
|