FORA Capital’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,826
| Closed | -$265K | – | 587 |
|
|
2022
Q3 | $265K | Buy |
+7,826
| New | +$265K | 0.05% | 352 |
|
|
2021
Q3 | – | Sell |
-3,486
| Closed | -$198K | – | 652 |
|
|
2021
Q2 | $198K | Buy |
3,486
+1,620
| +87% | +$92K | 0.04% | 442 |
|
|
2021
Q1 | $102K | Sell |
1,866
-73
| -4% | -$3.99K | 0.03% | 406 |
|
|
2020
Q4 | $91K | Buy |
1,939
+1,291
| +199% | +$60.6K | 0.01% | 692 |
|
|
2020
Q3 | $23K | Sell |
648
-3,834
| -86% | -$136K | 0.02% | 564 |
|
|
2020
Q2 | $140K | Buy |
+4,482
| New | +$140K | 0.05% | 419 |
|