Genovese Burford & Brothers Wealth & Retirement Plan Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-609
| Closed | -$84K | – | 370 |
|
|
2017
Q3 | $84K | Hold |
609
| – | – | 0.03% | 108 |
|
|
2017
Q2 | $74K | Hold |
609
| – | – | 0.03% | 118 |
|
|
2017
Q1 | $69K | Hold |
609
| – | – | 0.03% | 124 |
|
|
2016
Q4 | $58K | Hold |
609
| – | – | 0.02% | 155 |
|
|
2016
Q3 | $65K | Hold |
609
| – | – | 0.03% | 134 |
|
|
2016
Q2 | $57K | Hold |
609
| – | – | 0.02% | 136 |
|
|
2016
Q1 | $58K | Hold |
609
| – | – | 0.03% | 115 |
|
|
2015
Q4 | $61K | Buy |
+609
| New | +$61K | 0.03% | 115 |
|