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Gradient Investments’s Moelis & Co MC Stock Holding History

Gradient Investments’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12
Closed -$461 – 1841
2023
Q1 		$461 Hold
12
– – ﹤0.01% 1289
2022
Q4 		$460 Buy
+12
New +$460 ﹤0.01% 1307