JOYN Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-572
| Closed | -$20K | – | 863 |
|
|
2018
Q4 | $20K | Buy |
572
+27
| +5% | +$944 | ﹤0.01% | 665 |
|
|
2018
Q3 | $30K | Hold |
545
| – | – | 0.01% | 547 |
|
|
2018
Q2 | $32K | Sell |
545
-340
| -38% | -$20K | 0.01% | 533 |
|
|
2018
Q1 | $45K | Buy |
+885
| New | +$45K | 0.01% | 483 |
|