Next Financial Group’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8K | Hold |
123
| – | – | ﹤0.01% | 2269 |
|
|
2021
Q3 | $7K | Hold |
123
| – | – | ﹤0.01% | 2151 |
|
|
2021
Q2 | $7K | Hold |
123
| – | – | ﹤0.01% | 2105 |
|
|
2021
Q1 | $7K | Buy |
123
+19
| +18% | +$1.08K | ﹤0.01% | 1999 |
|
|
2020
Q4 | $5K | Hold |
104
| – | – | ﹤0.01% | 1991 |
|
|
2020
Q3 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 1913 |
|
|
2020
Q2 | – | Sell |
-38
| Closed | -$1K | – | 1357 |
|
|
2020
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 2279 |
|
|
2019
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 2231 |
|
|
2019
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 2225 |
|
|
2019
Q1 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 1466 |
|