IndexIQ 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 | $399K | Buy |
8,500
+248
| +3% | +$11.6K | 0.01% | 708 |
|
2021
Q4 | $516K | Sell |
8,252
-245
| -3% | -$15.3K | 0.02% | 540 |
|
2021
Q3 | $526K | Buy |
8,497
+851
| +11% | +$52.7K | 0.02% | 512 |
|
2021
Q2 | $435K | Buy |
7,646
+390
| +5% | +$22.2K | 0.01% | 575 |
|
2021
Q1 | $398K | Buy |
+7,256
| New | +$398K | 0.01% | 762 |
|