Pacific Capital Wealth Advisors’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-23
Closed -$9.68K 566
2024
Q2
$9.68K Buy
23
+9
+64% +$3.79K ﹤0.01% 321
2024
Q1
$5.5K Buy
+14
New +$5.5K ﹤0.01% 295