Harbor Investment Advisory’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-54
| Closed | -$3.07K | – | 1389 |
|
|
2024
Q1 | $3.07K | Buy |
+54
| New | +$3.07K | ﹤0.01% | 1037 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$9K | – | 1369 |
|
|
2022
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 1010 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 995 |
|
|
2021
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 965 |
|
|
2020
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 938 |
|
|
2020
Q3 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 892 |
|