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Madison Wealth Management’s Moelis & Co MC Stock Holding History

Madison Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,986
Closed -$287K – 135
2019
Q4 		$287K Buy
+8,986
New +$287K 0.08% 121