Kolinsky Wealth Management’s Moelis & Co MC Stock Holding History

Kolinsky Wealth Management’s Portfolio MC Stock Details MC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$447K	Hold
2024 Q3	$415K	Buy
2024 Q2	$343K	Buy
2024 Q1	$343K	Sell
2023 Q4	$340K	Sell
2023 Q3	$275K	Buy
2023 Q2	$279K	Buy
2023 Q1	$216K	Buy
2022 Q4	$215K	Buy
2022 Q1	–	Sell
2021 Q4	$281K	Buy