Horan Securities’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-25
Closed -$961 745
2023
Q1
$961 Hold
25
﹤0.01% 633
2022
Q4
$959 Buy
+25
New +$959 ﹤0.01% 634
2022
Q3
Sell
-100
Closed -$4K 716
2022
Q2
$4K Buy
+100
New +$4K ﹤0.01% 447