Next Financial Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $69K | Buy |
176
+77
| +78% | +$30.2K | ﹤0.01% | 1327 |
|
|
2021
Q3 | $35K | Buy |
99
+80
| +421% | +$28.3K | ﹤0.01% | 1567 |
|
|
2021
Q2 | $6K | Buy |
19
+10
| +111% | +$3.16K | ﹤0.01% | 2149 |
|
|
2021
Q1 | $3K | Buy |
9
+2
| +29% | +$667 | ﹤0.01% | 2236 |
|
|
2020
Q4 | $2K | Sell |
7
-259
| -97% | -$74K | ﹤0.01% | 2193 |
|
|
2020
Q3 | $77K | Buy |
+266
| New | +$77K | 0.01% | 957 |
|
|
2019
Q4 | – | Sell |
-17
| Closed | -$3K | – | 2472 |
|
|
2019
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 2020 |
|
|
2019
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 2022 |
|
|
2019
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 1386 |
|
|
2018
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1745 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$10K | – | 1905 |
|
|
2015
Q2 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 1264 |
|
|
2015
Q1 | – | Sell |
-886
| Closed | -$85K | – | 1913 |
|
|
2014
Q4 | $85K | Buy |
+886
| New | +$85K | 0.03% | 514 |
|