National Bank of Canada’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-7
| Closed | -$418 | – | 2725 |
|
2025
Q1 | $418 | Buy |
+7
| New | +$418 | ﹤0.01% | 2324 |
|
2023
Q4 | – | Sell |
-83,505
| Closed | -$3.68M | – | 2600 |
|
2023
Q3 | $3.68M | Buy |
83,505
+83,000
| +16,436% | +$3.66M | 0.01% | 738 |
|
2023
Q2 | $22.9K | Buy |
505
+50
| +11% | +$2.27K | ﹤0.01% | 1811 |
|
2023
Q1 | $17.5K | Sell |
455
-27
| -6% | -$1.04K | ﹤0.01% | 1866 |
|
2022
Q4 | $18.5K | Hold |
482
| – | – | ﹤0.01% | 1862 |
|
2022
Q3 | $16K | Buy |
482
+38
| +9% | +$1.26K | ﹤0.01% | 1903 |
|
2022
Q2 | $17K | Buy |
444
+266
| +149% | +$10.2K | ﹤0.01% | 1918 |
|
2022
Q1 | $8K | Buy |
+178
| New | +$8K | ﹤0.01% | 2205 |
|