First Trust Direct Indexing’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.28M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.28M | Buy |
|
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|
2023
Q4 | $1.09M | Buy |
|
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $738K | Buy |
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|
2023
Q1 | $618K | Buy |
|
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|
2022
Q4 | $514K | Buy |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $463K | Buy |
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|
2022
Q1 | $560K | Hold |
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|
2021
Q4 | $648K | Sell |
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|
2021
Q3 | $594K | Sell |
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|
2021
Q2 | $761K | Buy |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $457K | Buy |
|