Neo Ivy Capital Management’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 | $75.2K | Buy |
+1,206
| New | +$75.2K | 0.02% | 303 |
|
2023
Q4 | – | Sell |
-2,204
| Closed | -$99K | – | 393 |
|
2023
Q3 | $99K | Buy |
+2,204
| New | +$99K | 0.04% | 258 |
|
2022
Q4 | – | Sell |
-2,836
| Closed | -$96K | – | 471 |
|
2022
Q3 | $96K | Buy |
+2,836
| New | +$96K | 0.25% | 150 |
|
2021
Q4 | – | Sell |
-4,399
| Closed | -$137K | – | 552 |
|
2021
Q3 | $137K | Buy |
+4,399
| New | +$137K | 0.16% | 198 |
|
2020
Q3 | – | Sell |
-4,399
| Closed | -$137K | – | 554 |
|
2020
Q2 | $137K | Buy |
+4,399
| New | +$137K | 0.16% | 198 |
|