HCR Wealth Advisors’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 |
-29,965
| Closed | -$1.87M | – | 199 |
|
|
2021
Q4 | $1.87M | Hold |
29,965
| – | – | 0.29% | 74 |
|
|
2021
Q3 | $1.85M | Hold |
29,965
| – | – | 0.31% | 72 |
|
|
2021
Q2 | $1.71M | Hold |
29,965
| – | – | 0.3% | 73 |
|
|
2021
Q1 | $1.64M | Buy |
29,965
+460
| +2% | +$25.2K | 0.33% | 68 |
|
|
2020
Q4 | $1.38M | Buy |
+29,505
| New | +$1.38M | 0.29% | 71 |
|