Kolinsky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $447K | Hold |
6,052
| – | – | 0.27% | 79 |
|
|
2024
Q3 | $415K | Buy |
6,052
+12
| +0.2% | +$822 | 0.27% | 82 |
|
|
2024
Q2 | $343K | Buy |
6,040
+6
| +0.1% | +$341 | 0.25% | 91 |
|
|
2024
Q1 | $343K | Sell |
6,034
-23
| -0.4% | -$1.31K | 0.26% | 92 |
|
|
2023
Q4 | $340K | Sell |
6,057
-27
| -0.4% | -$1.52K | 0.3% | 84 |
|
|
2023
Q3 | $275K | Buy |
6,084
+65
| +1% | +$2.93K | 0.27% | 86 |
|
|
2023
Q2 | $279K | Buy |
6,019
+394
| +7% | +$18.2K | 0.26% | 92 |
|
|
2023
Q1 | $216K | Buy |
5,625
+15
| +0.3% | +$576 | 0.23% | 116 |
|
|
2022
Q4 | $215K | Buy |
+5,610
| New | +$215K | 0.25% | 116 |
|
|
2022
Q1 | – | Sell |
-4,493
| Closed | -$281K | – | 154 |
|
|
2021
Q4 | $281K | Buy |
+4,493
| New | +$281K | 0.26% | 100 |
|