Monarch Capital Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-600
| Closed | -$236K | – | 118 |
|
|
2024
Q1 | $236K | Hold |
600
| – | – | 0.07% | 110 |
|
|
2023
Q4 | $234K | Buy |
+600
| New | +$234K | 0.07% | 106 |
|
|
2023
Q3 | – | Sell |
-600
| Closed | -$209K | – | 110 |
|
|
2023
Q2 | $209K | Buy |
+600
| New | +$209K | 0.06% | 108 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$202K | – | 125 |
|
|
2022
Q1 | $202K | Hold |
600
| – | – | 0.05% | 121 |
|
|
2021
Q4 | $234K | Hold |
600
| – | – | 0.06% | 117 |
|
|
2021
Q3 | $213K | Hold |
600
| – | – | 0.06% | 116 |
|
|
2021
Q2 | $217K | Buy |
+600
| New | +$217K | 0.06% | 109 |
|