Graves Light Lenhart Wealth’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-530
| Closed | -$33K | – | 721 |
|
|
2021
Q4 | $33K | Sell |
530
-217
| -29% | -$13.5K | ﹤0.01% | 469 |
|
|
2021
Q3 | $46K | Hold |
747
| – | – | 0.01% | 385 |
|
|
2021
Q2 | $42K | Sell |
747
-163
| -18% | -$9.17K | 0.01% | 408 |
|
|
2021
Q1 | $50K | Sell |
910
-447
| -33% | -$24.6K | 0.01% | 386 |
|
|
2020
Q4 | $63K | Buy |
+1,357
| New | +$63K | 0.01% | 337 |
|