Hancock Whitney’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,235
| Closed | -$285K | – | 633 |
|
|
2022
Q2 | $285K | Sell |
7,235
-271
| -4% | -$10.7K | 0.01% | 563 |
|
|
2022
Q1 | $352K | Sell |
7,506
-663
| -8% | -$31.1K | 0.01% | 552 |
|
|
2021
Q4 | $511K | Sell |
8,169
-914
| -10% | -$57.2K | 0.02% | 478 |
|
|
2021
Q3 | $562K | Buy |
+9,083
| New | +$562K | 0.02% | 435 |
|
|
2018
Q3 | – | Sell |
-19,510
| Closed | -$1.14M | – | 845 |
|
|
2018
Q2 | $1.14M | Sell |
19,510
-11,797
| -38% | -$692K | 0.05% | 311 |
|
|
2018
Q1 | $1.59M | Buy |
31,307
+41
| +0.1% | +$2.09K | 0.07% | 238 |
|
|
2017
Q4 | $1.52M | Buy |
31,266
+471
| +2% | +$22.8K | 0.06% | 265 |
|
|
2017
Q3 | $1.33M | Buy |
+30,795
| New | +$1.33M | 0.06% | 288 |
|