Navellier & Associates’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,749
| Closed | -$266K | – | 258 |
|
|
2018
Q4 | $266K | Sell |
7,749
-36,526
| -82% | -$1.25M | 0.05% | 189 |
|
|
2018
Q3 | $2.43M | Buy |
44,275
+3,357
| +8% | +$184K | 0.31% | 93 |
|
|
2018
Q2 | $2.4M | Sell |
40,918
-5,884
| -13% | -$345K | 0.33% | 91 |
|
|
2018
Q1 | $2.38M | Buy |
46,802
+3,870
| +9% | +$197K | 0.36% | 86 |
|
|
2017
Q4 | $2.08M | Buy |
42,932
+9,939
| +30% | +$482K | 0.39% | 87 |
|
|
2017
Q3 | $1.42M | Buy |
+32,993
| New | +$1.42M | 0.28% | 79 |
|