LAS
LWM Advisory Services’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,322
| Closed | -$321K | – | 112 |
|
|
2022
Q3 | $321K | Buy |
1,322
+56
| +4% | +$13.6K | 0.36% | 76 |
|
|
2022
Q2 | $344K | Buy |
1,266
+133
| +12% | +$36.1K | 0.41% | 72 |
|
|
2022
Q1 | $382K | Buy |
1,133
+296
| +35% | +$99.8K | 0.47% | 65 |
|
|
2021
Q4 | $327K | Buy |
+837
| New | +$327K | 0.41% | 74 |
|