Lee Capital Holdings’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,510
| Closed | -$2.87M | – | 61 |
|
|
2022
Q1 | $2.87M | Buy |
+8,510
| New | +$2.87M | 1.61% | 20 |
|
|
2021
Q4 | – | Sell |
-6,890
| Closed | -$2.45M | – | 71 |
|
|
2021
Q3 | $2.45M | Buy |
6,890
+910
| +15% | +$323K | 1.28% | 28 |
|
|
2021
Q2 | $2.17M | Buy |
5,980
+370
| +7% | +$134K | 1.09% | 33 |
|
|
2021
Q1 | $1.68M | Sell |
5,610
-105
| -2% | -$31.4K | 0.74% | 42 |
|
|
2020
Q4 | $1.66M | Buy |
+5,715
| New | +$1.66M | 0.98% | 35 |
|
|
2020
Q2 | – | Sell |
-2,695
| Closed | -$570K | – | 55 |
|
|
2020
Q1 | $570K | Buy |
+2,695
| New | +$570K | 0.47% | 46 |
|