Portside Wealth Group’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Buy	+3,954	New	+$246K	0.04%	396
2025 Q1	–	Sell	-2,834	Closed	-$209K	–	434
2024 Q4	$209K	Buy	+2,834	New	+$209K	0.03%	395