Oakbrook Investments’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$712K | – | 342 |
|
|
2019
Q4 | $712K | Sell |
3,000
-7,550
| -72% | -$1.79M | 0.14% | 214 |
|
|
2019
Q3 | $2.16M | Buy |
+10,550
| New | +$2.16M | 0.14% | 103 |
|
|
2019
Q2 | – | Sell |
-1,250
| Closed | -$226K | – | 635 |
|
|
2019
Q1 | $226K | Buy |
+1,250
| New | +$226K | 0.01% | 565 |
|
|
2018
Q2 | – | Sell |
-7,970
| Closed | -$1.29M | – | 591 |
|
|
2018
Q1 | $1.29M | Sell |
7,970
-5,660
| -42% | -$913K | 0.08% | 189 |
|
|
2017
Q4 | $2.01M | Buy |
+13,630
| New | +$2.01M | 0.13% | 122 |
|
|
2017
Q2 | – | Sell |
-13,100
| Closed | -$1.47M | – | 557 |
|
|
2017
Q1 | $1.47M | Buy |
13,100
+5,800
| +79% | +$650K | 0.1% | 168 |
|
|
2016
Q4 | $688K | Sell |
7,300
-10,000
| -58% | -$942K | 0.05% | 294 |
|
|
2016
Q3 | $1.87M | Buy |
+17,300
| New | +$1.87M | 0.11% | 152 |
|
|
2015
Q1 | – | Sell |
-2,750
| Closed | -$263K | – | 578 |
|
|
2014
Q4 | $263K | Buy |
+2,750
| New | +$263K | 0.01% | 489 |
|
|
2014
Q2 | – | Sell |
-29,850
| Closed | -$2.37M | – | 626 |
|
|
2014
Q1 | $2.37M | Sell |
29,850
-5,350
| -15% | -$424K | 0.07% | 260 |
|
|
2013
Q4 | $2.76M | Sell |
35,200
-30,650
| -47% | -$2.4M | 0.08% | 260 |
|
|
2013
Q3 | $4.63M | Buy |
+65,850
| New | +$4.63M | 0.14% | 171 |
|