Invictus Private Wealth’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
434
-146
| -25% | -$73.2K | 0.01% | 80 |
|
|
2025
Q1 | $270K | Sell |
580
-30
| -5% | -$14K | 0.02% | 72 |
|
|
2024
Q4 | $289K | Sell |
610
-144
| -19% | -$68.2K | 0.02% | 73 |
|
|
2024
Q3 | $358K | Sell |
754
-74
| -9% | -$35.1K | 0.03% | 66 |
|
|
2024
Q2 | $349K | Sell |
828
-71
| -8% | -$29.9K | 0.03% | 68 |
|
|
2024
Q1 | $353K | Sell |
899
-47
| -5% | -$18.5K | 0.03% | 68 |
|
|
2023
Q4 | $369K | Sell |
946
-18
| -2% | -$7.03K | 0.04% | 70 |
|
|
2023
Q3 | $305K | Sell |
964
-1
| -0.1% | -$316 | 0.03% | 71 |
|
|
2023
Q2 | $336K | Sell |
965
-135
| -12% | -$46.9K | 0.04% | 73 |
|
|
2023
Q1 | $337K | Sell |
1,100
-40
| -4% | -$12.2K | 0.04% | 67 |
|
|
2022
Q4 | $318K | Buy |
+1,140
| New | +$318K | 0.04% | 68 |
|