Global Wealth Management Investment Advisory’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6
| Closed | – | – | 548 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 641 |
|
|
2020
Q1 | $0 | Sell |
6
-6
| -50% | – | ﹤0.01% | 634 |
|
|
2019
Q4 | $0 | Buy |
12
+6
| +100% | – | ﹤0.01% | 691 |
|
|
2019
Q3 | $0 | Sell |
6
-40
| -87% | – | ﹤0.01% | 695 |
|
|
2019
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 577 |
|