Hudson Value Partners’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,195
| Closed | -$649K | – | 103 |
|
|
2022
Q3 | $649K | Buy |
19,195
+625
| +3% | +$21.1K | 0.44% | 60 |
|
|
2022
Q2 | $731K | Sell |
18,570
-2
| -0% | -$79 | 0.46% | 58 |
|
|
2022
Q1 | $872K | Buy |
18,572
+2
| +0% | +$94 | 0.45% | 61 |
|
|
2021
Q4 | $1.16M | Sell |
18,570
-200
| -1% | -$12.5K | 0.56% | 54 |
|
|
2021
Q3 | $1.16M | Sell |
18,770
-2,210
| -11% | -$137K | 0.64% | 50 |
|
|
2021
Q2 | $1.19M | Hold |
20,980
| – | – | 0.66% | 47 |
|
|
2021
Q1 | $1.15M | Hold |
20,980
| – | – | 0.7% | 48 |
|
|
2020
Q4 | $975K | Buy |
+20,980
| New | +$975K | 0.65% | 50 |
|