Golden State Equity Partners’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 | $230K | Sell |
459
-143
| -24% | -$71.7K | 0.04% | 390 |
|
|
2025
Q1 | $280K | Sell |
602
-146
| -20% | -$68K | 0.06% | 353 |
|
|
2024
Q4 | $354K | Sell |
748
-176
| -19% | -$83.3K | 0.07% | 299 |
|
|
2024
Q3 | $438K | Sell |
924
-433
| -32% | -$205K | 0.23% | 105 |
|
|
2024
Q2 | $571K | Buy |
+1,357
| New | +$571K | 0.12% | 188 |
|
|
2023
Q4 | $443K | Buy |
1,133
+239
| +27% | +$93.3K | 0.11% | 209 |
|
|
2023
Q3 | $283K | Buy |
894
+178
| +25% | +$56.3K | 0.08% | 262 |
|
|
2023
Q2 | $249K | Buy |
+716
| New | +$249K | 0.07% | 312 |
|