Morningstar Investment Services’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-682
| Closed | -$323K | – | 292 |
|
|
2024
Q3 | $323K | Buy |
682
+106
| +18% | +$50.2K | ﹤0.01% | 335 |
|
|
2024
Q2 | $242K | Buy |
+576
| New | +$242K | ﹤0.01% | 345 |
|
|
2024
Q1 | – | Sell |
-1,775
| Closed | -$693K | – | 390 |
|
|
2023
Q4 | $693K | Buy |
1,775
+988
| +126% | +$386K | ﹤0.01% | 261 |
|
|
2023
Q3 | $251K | Buy |
787
+24
| +3% | +$7.65K | ﹤0.01% | 253 |
|
|
2023
Q2 | $263K | Buy |
+763
| New | +$263K | ﹤0.01% | 230 |
|