Foresight Wealth Management’s Moelis & Co MC Stock Holding History

Foresight Wealth Management’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$789K	Buy
2022 Q2	$790K	Buy
2022 Q1	$850K	Buy
2021 Q4	$865K	Sell
2021 Q3	$862K	Sell
2021 Q2	$846K	Buy
2021 Q1	$694K	Buy
2020 Q4	$449K	Buy