Global Retirement Partners’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Buy |
+268
| New | +$16.7K | ﹤0.01% | 2369 |
|
|
2024
Q4 | $19.1K | Sell |
258
-105
| -29% | -$7.76K | ﹤0.01% | 2114 |
|
|
2024
Q3 | $24.9K | Buy |
363
+2
| +0.6% | +$137 | ﹤0.01% | 1887 |
|
|
2024
Q2 | $20.5K | Buy |
361
+86
| +31% | +$4.89K | ﹤0.01% | 1966 |
|
|
2024
Q1 | $15.6K | Hold |
275
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q4 | $14.7K | Buy |
275
+1
| +0.4% | +$54 | ﹤0.01% | 1901 |
|
|
2023
Q3 | $12K | Buy |
274
+65
| +31% | +$2.85K | ﹤0.01% | 1875 |
|
|
2023
Q2 | $9.48K | Buy |
209
+65
| +45% | +$2.95K | ﹤0.01% | 1981 |
|
|
2023
Q1 | $5.19K | Buy |
144
+11
| +8% | +$397 | ﹤0.01% | 2141 |
|
|
2022
Q4 | $5.1K | Buy |
133
+83
| +166% | +$3.19K | ﹤0.01% | 2016 |
|
|
2022
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2266 |
|