Kiwi Wealth Investments Limited Partnership’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27,354
| Closed | -$9.51M | – | 137 |
|
|
2023
Q2 | $9.51M | Hold |
27,354
| – | – | 0.59% | 44 |
|
|
2023
Q1 | $8.37M | Sell |
27,354
-4,352
| -14% | -$1.33M | 0.54% | 53 |
|
|
2022
Q4 | $8.83M | Buy |
31,706
+8,036
| +34% | +$2.24M | 0.59% | 49 |
|
|
2022
Q3 | $6.44M | Hold |
23,670
| – | – | 0.45% | 58 |
|
|
2022
Q2 | $6.44M | Sell |
23,670
-8,025
| -25% | -$2.18M | 0.45% | 58 |
|
|
2022
Q1 | $10.7M | Buy |
31,695
+9,713
| +44% | +$3.28M | 0.58% | 43 |
|
|
2021
Q4 | $8.59M | Sell |
21,982
-24,687
| -53% | -$9.64M | 0.41% | 73 |
|
|
2021
Q3 | $16.6M | Buy |
46,669
+30,410
| +187% | +$10.8M | 0.84% | 24 |
|
|
2021
Q2 | $5.89M | Buy |
16,259
+3,738
| +30% | +$1.35M | 0.3% | 79 |
|
|
2021
Q1 | $3.74M | Buy |
+12,521
| New | +$3.74M | 0.22% | 120 |
|
|
2020
Q4 | – | Sell |
-19,074
| Closed | -$5.53M | – | 276 |
|
|
2020
Q3 | $5.53M | Sell |
19,074
-6,660
| -26% | -$1.93M | 0.39% | 71 |
|
|
2020
Q2 | $7.07M | Sell |
25,734
-434
| -2% | -$119K | 0.57% | 51 |
|
|
2020
Q1 | $5.54M | Sell |
26,168
-15,838
| -38% | -$3.35M | 0.56% | 53 |
|
|
2019
Q4 | $9.97M | Buy |
+42,006
| New | +$9.97M | 0.73% | 38 |
|
|
2019
Q2 | – | Sell |
-10,704
| Closed | -$1.94M | – | 200 |
|
|
2019
Q1 | $1.94M | Sell |
10,704
-18,992
| -64% | -$3.44M | 0.18% | 134 |
|
|
2018
Q4 | $4.16M | Buy |
29,696
+4,140
| +16% | +$580K | 0.44% | 77 |
|
|
2018
Q3 | $4.27M | Sell |
25,556
-568
| -2% | -$95K | 0.4% | 73 |
|
|
2018
Q2 | $4.46M | Buy |
+26,124
| New | +$4.46M | 0.42% | 68 |
|
|
2017
Q4 | – | Sell |
-25,306
| Closed | -$3.52M | – | 164 |
|
|
2017
Q3 | $3.52M | Buy |
+25,306
| New | +$3.52M | 0.42% | 64 |
|