HPWM
Highland Private Wealth Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-745
| Closed | -$203K | – | 191 |
|
|
2022
Q2 | $203K | Buy |
745
+30
| +4% | +$8.17K | 0.03% | 181 |
|
|
2022
Q1 | $241K | Buy |
715
+46
| +7% | +$15.5K | 0.03% | 162 |
|
|
2021
Q4 | $261K | Sell |
669
-1,493
| -69% | -$582K | 0.03% | 155 |
|
|
2021
Q3 | $768K | Buy |
2,162
+1,567
| +263% | +$557K | 0.11% | 69 |
|
|
2021
Q2 | $215K | Buy |
+595
| New | +$215K | 0.03% | 160 |
|