Invictus RG’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,106
| Closed | -$310K | – | 271 |
|
|
2018
Q1 | $310K | Buy |
+6,106
| New | +$310K | 0.21% | 133 |
|
|
2017
Q3 | – | Sell |
-12,846
| Closed | -$499K | – | 622 |
|
|
2017
Q2 | $499K | Buy |
12,846
+10,613
| +475% | +$412K | 0.36% | 63 |
|
|
2017
Q1 | $86K | Buy |
+2,233
| New | +$86K | 0.06% | 461 |
|