Jackson Creek Investment Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,669
| Closed | -$1.15M | – | 353 |
|
|
2025
Q1 | $1.15M | Buy |
+19,669
| New | +$1.15M | 0.36% | 151 |
|
|
2022
Q1 | – | Sell |
-19,262
| Closed | -$1.2M | – | 329 |
|
|
2021
Q4 | $1.2M | Sell |
19,262
-1,344
| -7% | -$84K | 0.43% | 65 |
|
|
2021
Q3 | $1.28M | Buy |
20,606
+192
| +0.9% | +$11.9K | 0.47% | 39 |
|
|
2021
Q2 | $1.16M | Sell |
20,414
-2,517
| -11% | -$143K | 0.43% | 76 |
|
|
2021
Q1 | $1.26M | Sell |
22,931
-680
| -3% | -$37.3K | 0.44% | 66 |
|
|
2020
Q4 | $1.1M | Buy |
+23,611
| New | +$1.1M | 0.43% | 68 |
|