Kings Point Capital Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $31K | Hold |
91
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $36K | Hold |
91
| – | – | ﹤0.01% | 425 |
|
|
2021
Q3 | $32K | Hold |
91
| – | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $33K | Hold |
91
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $27K | Hold |
91
| – | – | ﹤0.01% | 399 |
|
|
2020
Q4 | $26K | Hold |
91
| – | – | ﹤0.01% | 392 |
|
|
2020
Q3 | $26K | Hold |
91
| – | – | ﹤0.01% | 378 |
|
|
2020
Q2 | $25K | Hold |
91
| – | – | ﹤0.01% | 346 |
|
|
2020
Q1 | $19K | Buy |
+91
| New | +$19K | ﹤0.01% | 364 |
|
|
2017
Q1 | – | Sell |
-1,900
| Closed | -$179K | – | 353 |
|
|
2016
Q4 | $179K | Sell |
1,900
-27,276
| -93% | -$2.57M | 0.04% | 136 |
|
|
2016
Q3 | $3.16M | Sell |
29,176
-50,877
| -64% | -$5.51M | 0.83% | 46 |
|
|
2016
Q2 | $7.5M | Sell |
80,053
-478
| -0.6% | -$44.8K | 1.92% | 19 |
|
|
2016
Q1 | $7.78M | Buy |
80,531
+2,644
| +3% | +$255K | 1.98% | 17 |
|
|
2015
Q4 | $7.82M | Buy |
77,887
+8,668
| +13% | +$870K | 1.94% | 19 |
|
|
2015
Q3 | $6.8M | Buy |
69,219
+1,225
| +2% | +$120K | 1.79% | 20 |
|
|
2015
Q2 | $7.34M | Sell |
67,994
-373
| -0.5% | -$40.3K | 1.78% | 22 |
|
|
2015
Q1 | $7.1M | Buy |
68,367
+3,380
| +5% | +$351K | 1.78% | 22 |
|
|
2014
Q4 | $6.23M | Buy |
+64,987
| New | +$6.23M | 1.68% | 25 |
|