LA
Lucus Advisors’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $217K | Sell |
4,272
-2,743
| -39% | -$139K | 0.38% | 115 |
|
|
2017
Q4 | $340K | Buy |
+7,015
| New | +$340K | 0.5% | 51 |
|
|
2017
Q3 | – | Sell |
-9,210
| Closed | -$358K | – | 229 |
|
|
2017
Q2 | $358K | Sell |
9,210
-1,593
| -15% | -$61.9K | 0.48% | 95 |
|
|
2017
Q1 | $416K | Buy |
+10,803
| New | +$416K | 0.38% | 32 |
|
|
2015
Q3 | – | Sell |
-16,972
| Closed | -$487K | – | 354 |
|
|
2015
Q2 | $487K | Buy |
+16,972
| New | +$487K | 0.23% | 216 |
|