Partners Capital Investment Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-878
| Closed | -$343K | – | 207 |
|
|
2023
Q4 | $343K | Sell |
878
-141
| -14% | -$55.1K | 0.01% | 205 |
|
|
2023
Q3 | $322K | Buy |
1,019
+321
| +46% | +$101K | 0.01% | 192 |
|
|
2023
Q2 | $243K | Buy |
+698
| New | +$243K | 0.01% | 199 |
|
|
2021
Q4 | – | Sell |
-345
| Closed | -$123K | – | 132 |
|
|
2021
Q3 | $123K | Sell |
345
-7,077
| -95% | -$2.52M | 0.01% | 118 |
|
|
2021
Q2 | $2.69M | Sell |
7,422
-650
| -8% | -$236K | 0.12% | 96 |
|
|
2021
Q1 | $2.41M | Buy |
+8,072
| New | +$2.41M | 0.11% | 102 |
|