KB Financial Partners’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $483K | Buy |
10,703
+96
| +0.9% | +$4.33K | 0.14% | 96 |
|
|
2023
Q2 | $481K | Sell |
10,607
-2,004
| -16% | -$90.9K | 0.13% | 97 |
|
|
2023
Q1 | $485K | Buy |
12,611
+741
| +6% | +$28.5K | 0.14% | 94 |
|
|
2022
Q4 | $455K | Buy |
11,870
+73
| +0.6% | +$2.8K | 0.16% | 100 |
|
|
2022
Q3 | $399K | Buy |
11,797
+1,985
| +20% | +$67.1K | 0.14% | 99 |
|
|
2022
Q2 | $386K | Buy |
9,812
+2,889
| +42% | +$114K | 0.13% | 96 |
|
|
2022
Q1 | $325K | Buy |
6,923
+1,660
| +32% | +$77.9K | 0.09% | 128 |
|
|
2021
Q4 | $329K | Buy |
5,263
+947
| +22% | +$59.2K | 0.09% | 122 |
|
|
2021
Q3 | $267K | Buy |
4,316
+575
| +15% | +$35.6K | 0.1% | 137 |
|
|
2021
Q2 | $213K | Buy |
+3,741
| New | +$213K | 0.08% | 147 |
|