Laffer Tengler Investments’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-17,250
| Closed | -$2.55M | – | 233 |
|
|
2017
Q4 | $2.55M | Hold |
17,250
| – | – | 0.64% | 47 |
|
|
2017
Q3 | $2.4M | Sell |
17,250
-1,135
| -6% | -$158K | 0.63% | 46 |
|
|
2017
Q2 | $2.24M | Hold |
18,385
| – | – | 0.57% | 67 |
|
|
2017
Q1 | $2.06M | Hold |
18,385
| – | – | 0.54% | 71 |
|
|
2016
Q4 | $1.73M | Buy |
+18,385
| New | +$1.73M | 0.47% | 103 |
|
|
2016
Q2 | – | Sell |
-16,353
| Closed | -$1.58M | – | 244 |
|
|
2016
Q1 | $1.58M | Buy |
+16,353
| New | +$1.58M | 0.43% | 108 |
|
|
2015
Q4 | – | Hold |
0
| – | -$1.61B | – | 105 |
|
|
2015
Q3 | – | Sell |
-16,353
| Closed | -$1.77M | – | 102 |
|
|
2015
Q2 | $1.77M | Sell |
16,353
-12,710
| -44% | -$1.37M | 0.43% | 98 |
|
|
2015
Q1 | $3.02M | Buy |
+29,063
| New | +$3.02M | 0.42% | 62 |
|
|
2014
Q4 | – | Sell |
-29,063
| Closed | -$2.75M | – | 66 |
|
|
2014
Q3 | $2.75M | Hold |
29,063
| – | – | 0.41% | 54 |
|
|
2014
Q2 | $2.55M | Sell |
29,063
-3,228
| -10% | -$283K | 0.39% | 71 |
|
|
2014
Q1 | $2.56M | Hold |
32,291
| – | – | 0.41% | 79 |
|
|
2013
Q4 | $2.53M | Buy |
+32,291
| New | +$2.53M | 0.42% | 71 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 77 |
|