Kingsview Wealth Management’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	-24,592	Closed	-$1.15M	–	879
2022 Q1	$1.15M	Buy	24,592 +19,242	+360%	+$903K	0.05%	350
2021 Q4	$334K	Buy	+5,350	New	+$334K	0.01%	678