PA
Perennial Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-190
| Closed | -$69K | – | 193 |
|
|
2021
Q2 | $69K | Sell |
190
-55
| -22% | -$20K | 0.02% | 133 |
|
|
2021
Q1 | $73K | Sell |
245
-50
| -17% | -$14.9K | 0.02% | 125 |
|
|
2020
Q4 | $86K | Buy |
+295
| New | +$86K | 0.03% | 109 |
|
|
2020
Q3 | – | Sell |
-320
| Closed | -$88K | – | 148 |
|
|
2020
Q2 | $88K | Buy |
+320
| New | +$88K | 0.04% | 100 |
|
|
2019
Q1 | – | Sell |
-675
| Closed | -$95K | – | 137 |
|
|
2018
Q4 | $95K | Hold |
675
| – | – | 0.06% | 85 |
|
|
2018
Q3 | $113K | Sell |
675
-75
| -10% | -$12.6K | 0.07% | 82 |
|
|
2018
Q2 | $128K | Sell |
750
-90
| -11% | -$15.4K | 0.08% | 81 |
|
|
2018
Q1 | $135K | Sell |
840
-310
| -27% | -$49.8K | 0.09% | 76 |
|
|
2017
Q4 | $170K | Hold |
1,150
| – | – | 0.11% | 76 |
|
|
2017
Q3 | $160K | Sell |
1,150
-100
| -8% | -$13.9K | 0.11% | 77 |
|
|
2017
Q2 | $152K | Hold |
1,250
| – | – | 0.11% | 76 |
|
|
2017
Q1 | $140K | Hold |
1,250
| – | – | 0.11% | 78 |
|
|
2016
Q4 | $118K | Buy |
+1,250
| New | +$118K | 0.1% | 81 |
|