Jaffetilchin Investment Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-347
| Closed | -$165K | – | 899 |
|
2024
Q3 | $165K | Buy |
+347
| New | +$165K | 0.01% | 379 |
|
2019
Q2 | – | Sell |
-1,245
| Closed | -$225K | – | 304 |
|
2019
Q1 | $225K | Buy |
+1,245
| New | +$225K | 0.05% | 261 |
|
2018
Q4 | – | Sell |
-2,099
| Closed | -$351K | – | 316 |
|
2018
Q3 | $351K | Hold |
2,099
| – | – | 0.07% | 203 |
|
2018
Q2 | $358K | Buy |
+2,099
| New | +$358K | 0.08% | 207 |
|
2015
Q3 | – | Sell |
-6,925
| Closed | -$748K | – | 218 |
|
2015
Q2 | $748K | Buy |
+6,925
| New | +$748K | 0.22% | 79 |
|
2014
Q4 | – | Sell |
-4,457
| Closed | -$421K | – | 225 |
|
2014
Q3 | $421K | Buy |
+4,457
| New | +$421K | 0.15% | 97 |
|
2013
Q4 | – | Sell |
-4,359
| Closed | -$307K | – | 193 |
|
2013
Q3 | $307K | Buy |
+4,359
| New | +$307K | 0.18% | 111 |
|