Phoenix Financial’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-416,102
Closed -$13.8M 404
2020
Q3
$13.8M Hold
416,102
0.58% 66
2020
Q2
$12.3M Hold
416,102
0.52% 63
2020
Q1
$11.4M Hold
416,102
0.58% 56
2019
Q4
$13.2M Buy
+416,102
New +$13.2M 0.55% 70