Peak Financial 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 Q2	–	Sell	-7,362	Closed	-$2.89M	–	81
2024 Q1	$2.89M	Buy	+7,362	New	+$2.89M	1.76%	21