Lumature Wealth Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12
| Closed | -$3.34K | – | 412 |
|
|
2022
Q4 | $3.34K | Hold |
12
| – | – | ﹤0.01% | 351 |
|
|
2022
Q3 | $3K | Sell |
12
-13
| -52% | -$3.25K | ﹤0.01% | 366 |
|
|
2022
Q2 | $7K | Sell |
25
-2,360
| -99% | -$661K | ﹤0.01% | 338 |
|
|
2022
Q1 | $805K | Sell |
2,385
-62
| -3% | -$20.9K | 0.32% | 67 |
|
|
2021
Q4 | $956K | Buy |
2,447
+128
| +6% | +$50K | 0.37% | 59 |
|
|
2021
Q3 | $824K | Buy |
2,319
+98
| +4% | +$34.8K | 0.34% | 68 |
|
|
2021
Q2 | $805K | Buy |
2,221
+133
| +6% | +$48.2K | 0.33% | 66 |
|
|
2021
Q1 | $623K | Buy |
+2,088
| New | +$623K | 0.33% | 66 |
|