Gitterman Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+437
| New | +$219K | 0.05% | 131 |
|
|
2023
Q3 | – | Sell |
-796
| Closed | -$277K | – | 98 |
|
|
2023
Q2 | $277K | Buy |
+796
| New | +$277K | 0.13% | 45 |
|
|
2022
Q1 | – | Sell |
-598
| Closed | -$233K | – | 112 |
|
|
2021
Q4 | $233K | Buy |
+598
| New | +$233K | 0.17% | 73 |
|
|
2021
Q2 | – | Sell |
-684
| Closed | -$204K | – | 84 |
|
|
2021
Q1 | $204K | Buy |
+684
| New | +$204K | 0.13% | 60 |
|