Liberty Wealth Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-422
| Closed | -$28K | – | 723 |
|
|
2021
Q3 | $28K | Buy |
422
+212
| +101% | +$14.1K | 0.01% | 568 |
|
|
2021
Q2 | $12K | Sell |
210
-64
| -23% | -$3.66K | ﹤0.01% | 612 |
|
|
2021
Q1 | $14K | Hold |
274
| – | – | 0.01% | 527 |
|
|
2020
Q4 | $14K | Buy |
274
+12
| +5% | +$613 | 0.01% | 524 |
|
|
2020
Q3 | $9K | Buy |
262
+141
| +117% | +$4.84K | 0.01% | 535 |
|
|
2020
Q2 | $4K | Buy |
121
+1
| +0.8% | +$33 | ﹤0.01% | 653 |
|
|
2020
Q1 | $3K | Buy |
120
+8
| +7% | +$200 | ﹤0.01% | 681 |
|
|
2019
Q4 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 699 |
|