Lodestar Investment Counsel’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $498K | Hold |
2,550
| – | – | 0.05% | 128 |
|
|
2019
Q1 | $462K | Hold |
2,550
| – | – | 0.05% | 128 |
|
|
2018
Q4 | $357K | Hold |
2,550
| – | – | 0.04% | 136 |
|
|
2018
Q3 | $426K | Hold |
2,550
| – | – | 0.05% | 138 |
|
|
2018
Q2 | $435K | Hold |
2,550
| – | – | 0.05% | 137 |
|
|
2018
Q1 | $411K | Hold |
2,550
| – | – | 0.05% | 135 |
|
|
2017
Q4 | $376K | Hold |
2,550
| – | – | 0.04% | 141 |
|
|
2017
Q3 | $355K | Sell |
2,550
-160
| -6% | -$22.3K | 0.04% | 140 |
|
|
2017
Q2 | $330K | Hold |
2,710
| – | – | 0.04% | 136 |
|
|
2017
Q1 | $304K | Hold |
2,710
| – | – | 0.04% | 140 |
|
|
2016
Q4 | $255K | Hold |
2,710
| – | – | 0.03% | 145 |
|
|
2016
Q3 | $293K | Hold |
2,710
| – | – | 0.04% | 140 |
|
|
2016
Q2 | $254K | Sell |
2,710
-520
| -16% | -$48.7K | 0.04% | 146 |
|
|
2016
Q1 | $312K | Hold |
3,230
| – | – | 0.04% | 138 |
|
|
2015
Q4 | $324K | Hold |
3,230
| – | – | 0.05% | 120 |
|
|
2015
Q3 | $317K | Hold |
3,230
| – | – | 0.05% | 118 |
|
|
2015
Q2 | $349K | Hold |
3,230
| – | – | 0.05% | 119 |
|
|
2015
Q1 | $335K | Hold |
3,230
| – | – | 0.05% | 119 |
|
|
2014
Q4 | $309K | Hold |
3,230
| – | – | 0.09% | 91 |
|
|
2014
Q3 | $305K | Hold |
3,230
| – | – | 0.09% | 96 |
|
|
2014
Q2 | $283K | Hold |
3,230
| – | – | 0.09% | 99 |
|
|
2014
Q1 | $256K | Hold |
3,230
| – | – | 0.08% | 102 |
|
|
2013
Q4 | $253K | Hold |
3,230
| – | – | 0.08% | 89 |
|
|
2013
Q3 | $227K | Buy |
+3,230
| New | +$227K | 0.08% | 89 |
|