Haverford Financial Services’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,005
| Closed | -$559K | – | 59 |
|
|
2022
Q4 | $559K | Hold |
2,005
| – | – | 0.15% | 56 |
|
|
2022
Q3 | $487K | Hold |
2,005
| – | – | 0.15% | 56 |
|
|
2022
Q2 | $545K | Sell |
2,005
-790
| -28% | -$215K | 0.16% | 57 |
|
|
2022
Q1 | $943K | Sell |
2,795
-1,515
| -35% | -$511K | 0.23% | 50 |
|
|
2021
Q4 | $1.68M | Hold |
4,310
| – | – | 0.38% | 34 |
|
|
2021
Q3 | $1.53M | Hold |
4,310
| – | – | 0.37% | 34 |
|
|
2021
Q2 | $1.56M | Hold |
4,310
| – | – | 0.38% | 33 |
|
|
2021
Q1 | $1.29M | Hold |
4,310
| – | – | 0.34% | 38 |
|
|
2020
Q4 | $1.25M | Hold |
4,310
| – | – | 0.34% | 34 |
|
|
2020
Q3 | $1.25M | Hold |
4,310
| – | – | 0.38% | 34 |
|
|
2020
Q2 | $1.18M | Hold |
4,310
| – | – | 0.4% | 32 |
|
|
2020
Q1 | $912K | Sell |
4,310
-1,690
| -28% | -$358K | 0.37% | 38 |
|
|
2019
Q4 | $1.42M | Hold |
6,000
| – | – | 0.45% | 33 |
|
|
2019
Q3 | $1.23M | Hold |
6,000
| – | – | 0.42% | 35 |
|
|
2019
Q2 | $1.17M | Hold |
6,000
| – | – | 0.41% | 35 |
|
|
2019
Q1 | $1.09M | Buy |
6,000
+1,200
| +25% | +$217K | 0.39% | 35 |
|
|
2018
Q4 | $672K | Buy |
+4,800
| New | +$672K | 0.28% | 41 |
|