Lenox Wealth Advisors’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$51K Hold
1,149
0.01% 247
2021
Q4
$72K Buy
+1,149
New +$72K 0.01% 212
2021
Q1
Sell
-278
Closed -$13K 732
2020
Q4
$13K Buy
+278
New +$13K ﹤0.01% 389