GoalVest Advisory’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$1.57K | – | 378 |
|
|
2024
Q1 | $1.57K | Sell |
4
-43
| -91% | -$16.9K | ﹤0.01% | 376 |
|
|
2023
Q4 | $18.4K | Sell |
47
-147
| -76% | -$57.4K | 0.01% | 211 |
|
|
2023
Q3 | $61.3K | Buy |
194
+63
| +48% | +$19.9K | 0.03% | 129 |
|
|
2023
Q2 | $45.6K | Buy |
+131
| New | +$45.6K | 0.02% | 145 |
|