FourThought Financial’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $42K | Buy |
1,251
+534
| +74% | +$17.9K | 0.01% | 660 |
|
|
2022
Q2 | $28K | Hold |
717
| – | – | ﹤0.01% | 788 |
|
|
2022
Q1 | $34K | Sell |
717
-13
| -2% | -$616 | ﹤0.01% | 772 |
|
|
2021
Q4 | $46K | Sell |
730
-125
| -15% | -$7.88K | 0.01% | 685 |
|
|
2021
Q3 | $52K | Hold |
855
| – | – | 0.01% | 681 |
|
|
2021
Q2 | $48K | Sell |
855
-24
| -3% | -$1.35K | 0.01% | 718 |
|
|
2021
Q1 | $48K | Hold |
879
| – | – | 0.01% | 699 |
|
|
2020
Q4 | $41K | Buy |
+879
| New | +$41K | 0.01% | 713 |
|