Oppenheimer & Co’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,486
| Closed | -$312K | – | 1539 |
|
|
2021
Q2 | $312K | Buy |
+5,486
| New | +$312K | 0.01% | 1223 |
|
|
2021
Q1 | – | Sell |
-4,800
| Closed | -$224K | – | 1482 |
|
|
2020
Q4 | $224K | Buy |
+4,800
| New | +$224K | ﹤0.01% | 1203 |
|
|
2020
Q3 | – | Sell |
-22,835
| Closed | -$712K | – | 1324 |
|
|
2020
Q2 | $712K | Buy |
+22,835
| New | +$712K | 0.02% | 687 |
|