Foresight Wealth Management’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 |
-23,337
| Closed | -$789K | – | 65 |
|
|
2022
Q3 | $789K | Buy |
23,337
+3,257
| +16% | +$110K | 0.18% | 48 |
|
|
2022
Q2 | $790K | Buy |
20,080
+1,976
| +11% | +$77.7K | 0.16% | 51 |
|
|
2022
Q1 | $850K | Buy |
18,104
+4,258
| +31% | +$200K | 0.16% | 52 |
|
|
2021
Q4 | $865K | Sell |
13,846
-88
| -0.6% | -$5.5K | 0.01% | 46 |
|
|
2021
Q3 | $862K | Sell |
13,934
-944
| -6% | -$58.4K | 0.17% | 42 |
|
|
2021
Q2 | $846K | Buy |
14,878
+2,231
| +18% | +$127K | 0.19% | 48 |
|
|
2021
Q1 | $694K | Buy |
12,647
+3,054
| +32% | +$168K | 0.18% | 55 |
|
|
2020
Q4 | $449K | Buy |
+9,593
| New | +$449K | 0.12% | 68 |
|