Lake Street Advisors 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
Q4 | $1.1M | Buy |
2,316
+32
| +1% | +$15.1K | 0.05% | 212 |
|
|
2024
Q3 | $1.08M | Sell |
2,284
-163
| -7% | -$77.3K | 0.05% | 205 |
|
|
2024
Q2 | $1.03M | Sell |
2,447
-109
| -4% | -$45.9K | 0.05% | 210 |
|
|
2024
Q1 | $1M | Buy |
2,556
+37
| +1% | +$14.5K | 0.05% | 232 |
|
|
2023
Q4 | $984K | Buy |
+2,519
| New | +$984K | 0.05% | 223 |
|
|
2021
Q3 | – | Sell |
-2,250
| Closed | -$853K | – | 347 |
|
|
2021
Q2 | $853K | Buy |
2,250
+22
| +1% | +$8.34K | 0.06% | 121 |
|
|
2021
Q1 | $665K | Buy |
2,228
+19
| +0.9% | +$5.67K | 0.05% | 132 |
|
|
2020
Q4 | $641K | Sell |
2,209
-41
| -2% | -$11.9K | 0.05% | 130 |
|
|
2020
Q3 | $652K | Buy |
2,250
+60
| +3% | +$17.4K | 0.06% | 122 |
|
|
2020
Q2 | $602K | Buy |
2,190
+9
| +0.4% | +$2.47K | 0.06% | 121 |
|
|
2020
Q1 | $461K | Buy |
2,181
+470
| +27% | +$99.3K | 0.06% | 119 |
|
|
2019
Q4 | $406K | Buy |
+1,711
| New | +$406K | 0.04% | 135 |
|
|
2019
Q3 | – | Sell |
-1,664
| Closed | -$325K | – | 239 |
|
|
2019
Q2 | $325K | Buy |
1,664
+67
| +4% | +$13.1K | 0.03% | 139 |
|
|
2019
Q1 | $289K | Buy |
1,597
+29
| +2% | +$5.25K | 0.03% | 159 |
|
|
2018
Q4 | $220K | Sell |
1,568
-113
| -7% | -$15.9K | 0.03% | 173 |
|
|
2018
Q3 | $281K | Sell |
1,681
-378
| -18% | -$63.2K | 0.03% | 147 |
|
|
2018
Q2 | $351K | Sell |
2,059
-287
| -12% | -$48.9K | 0.04% | 201 |
|
|
2018
Q1 | $378K | Sell |
2,346
-84
| -3% | -$13.5K | 0.04% | 162 |
|
|
2017
Q4 | $359K | Buy |
+2,430
| New | +$359K | 0.04% | 182 |
|