Lenox Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3K | Sell |
8
-7
| -47% | -$2.63K | ﹤0.01% | 611 |
|
|
2021
Q4 | $6K | Buy |
15
+6
| +67% | +$2.4K | ﹤0.01% | 577 |
|
|
2021
Q3 | $3K | Hold |
9
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 615 |
|
|
2021
Q1 | $3K | Sell |
9
-9
| -50% | -$3K | ﹤0.01% | 574 |
|
|
2020
Q4 | $5K | Buy |
+18
| New | +$5K | ﹤0.01% | 504 |
|
|
2019
Q4 | – | Sell |
-685
| Closed | -$140K | – | 784 |
|
|
2019
Q3 | $140K | Sell |
685
-500
| -42% | -$102K | 0.02% | 94 |
|
|
2019
Q2 | $231K | Sell |
1,185
-19
| -2% | -$3.7K | 0.04% | 67 |
|
|
2019
Q1 | $218K | Buy |
1,204
+19
| +2% | +$3.44K | 0.04% | 63 |
|
|
2018
Q4 | $166K | Sell |
1,185
-1,185
| -50% | -$166K | 0.04% | 74 |
|
|
2018
Q3 | $396K | Sell |
2,370
-780
| -25% | -$130K | 0.08% | 40 |
|
|
2018
Q2 | $537K | Buy |
+3,150
| New | +$537K | 0.12% | 26 |
|
|
2013
Q3 | – | Sell |
-300
| Closed | -$18K | – | 276 |
|
|
2013
Q2 | $18K | Buy |
+300
| New | +$18K | 0.02% | 73 |
|