Kestra Advisory Services’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,806
| Closed | -$226K | – | 2205 |
|
|
2022
Q1 | $226K | Buy |
+4,806
| New | +$226K | ﹤0.01% | 1770 |
|
|
2021
Q4 | – | Sell |
-4,538
| Closed | -$281K | – | 2114 |
|
|
2021
Q3 | $281K | Sell |
4,538
-44
| -1% | -$2.73K | ﹤0.01% | 1720 |
|
|
2021
Q2 | $261K | Buy |
+4,582
| New | +$261K | ﹤0.01% | 1659 |
|