Kowal Investment Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $311K | Buy |
655
+81
| +14% | +$38.4K | 0.06% | 154 |
|
|
2024
Q2 | $242K | Sell |
574
-96
| -14% | -$40.4K | 0.05% | 161 |
|
|
2024
Q1 | $263K | Buy |
670
+88
| +15% | +$34.6K | 0.06% | 148 |
|
|
2023
Q4 | $227K | Buy |
+582
| New | +$227K | 0.05% | 153 |
|
|
2021
Q4 | – | Sell |
-214
| Closed | -$76K | – | 602 |
|
|
2021
Q3 | $76K | Buy |
+214
| New | +$76K | 0.02% | 188 |
|