Ladenburg Thalmann Financial Services’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $123K | Buy |
3,850
+535
| +16% | +$17.1K | ﹤0.01% | 2860 |
|
|
2019
Q3 | $110K | Sell |
3,315
-988
| -23% | -$32.8K | ﹤0.01% | 2864 |
|
|
2019
Q2 | $150K | Sell |
4,303
-10,043
| -70% | -$350K | ﹤0.01% | 2676 |
|
|
2019
Q1 | $598K | Buy |
14,346
+10,974
| +325% | +$457K | ﹤0.01% | 1558 |
|
|
2018
Q4 | $116K | Buy |
3,372
+1,172
| +53% | +$40.3K | ﹤0.01% | 2650 |
|
|
2018
Q3 | $120K | Buy |
2,200
+354
| +19% | +$19.3K | ﹤0.01% | 2690 |
|
|
2018
Q2 | $93K | Hold |
1,846
| – | – | ﹤0.01% | 2794 |
|
|
2018
Q1 | $93K | Buy |
1,846
+770
| +72% | +$38.8K | ﹤0.01% | 2794 |
|
|
2017
Q4 | $53K | Buy |
1,076
+473
| +78% | +$23.3K | ﹤0.01% | 3173 |
|
|
2017
Q3 | $26K | Buy |
603
+305
| +102% | +$13.2K | ﹤0.01% | 3527 |
|
|
2017
Q2 | $12K | Buy |
298
+29
| +11% | +$1.17K | ﹤0.01% | 3899 |
|
|
2017
Q1 | $10K | Buy |
269
+60
| +29% | +$2.23K | ﹤0.01% | 3982 |
|
|
2016
Q4 | $7K | Buy |
209
+44
| +27% | +$1.47K | ﹤0.01% | 4076 |
|
|
2016
Q3 | $4K | Buy |
165
+89
| +117% | +$2.16K | ﹤0.01% | 4268 |
|
|
2016
Q2 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 4413 |
|