Private Capital Group’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $5K | Sell |
134
-4
| -3% | -$149 | ﹤0.01% | 1264 |
|
2022
Q1 | $7K | Buy |
138
+4
| +3% | +$203 | ﹤0.01% | 1397 |
|
2021
Q4 | $8K | Buy |
134
+2
| +2% | +$119 | ﹤0.01% | 1388 |
|
2021
Q3 | $8K | Sell |
132
-15
| -10% | -$909 | ﹤0.01% | 1413 |
|
2021
Q2 | $8K | Buy |
147
+74
| +101% | +$4.03K | ﹤0.01% | 1410 |
|
2021
Q1 | $4K | Sell |
73
-934
| -93% | -$51.2K | ﹤0.01% | 1584 |
|
2020
Q4 | $47K | Buy |
1,007
+93
| +10% | +$4.34K | 0.01% | 826 |
|
2020
Q3 | $32K | Buy |
914
+395
| +76% | +$13.8K | 0.01% | 907 |
|
2020
Q2 | $16K | Sell |
519
-298
| -36% | -$9.19K | ﹤0.01% | 1179 |
|
2020
Q1 | $23K | Buy |
817
+602
| +280% | +$16.9K | 0.01% | 961 |
|
2019
Q4 | $6K | Sell |
215
-99
| -32% | -$2.76K | ﹤0.01% | 1456 |
|
2019
Q3 | $10K | Buy |
+314
| New | +$10K | ﹤0.01% | 1466 |
|