Harbour Capital Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-19,890
| Closed | -$828K | – | 211 |
|
2019
Q1 | $828K | Buy |
19,890
+4,095
| +26% | +$170K | 0.37% | 87 |
|
2018
Q4 | $543K | Sell |
15,795
-5,905
| -27% | -$203K | 0.27% | 105 |
|
2018
Q3 | $1.19M | Sell |
21,700
-140
| -0.6% | -$7.67K | 0.48% | 67 |
|
2018
Q2 | $1.29M | Buy |
21,840
+75
| +0.3% | +$4.44K | 0.55% | 65 |
|
2018
Q1 | $1.11M | Buy |
21,765
+2,575
| +13% | +$131K | 0.47% | 79 |
|
2017
Q4 | $931K | Buy |
19,190
+11,800
| +160% | +$572K | 0.39% | 91 |
|
2017
Q3 | $520K | Buy |
+7,390
| New | +$520K | 0.23% | 138 |
|