GoalVest Advisory’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-152	Closed	-$6.86K	–	446
2023 Q3	$6.86K	Buy	152 +24	+19%	+$1.08K	﹤0.01%	319
2023 Q2	$5.8K	Buy	+128	New	+$5.8K	﹤0.01%	284