Psagot Value Holdings’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,380
| Closed | -$250K | – | 368 |
|
|
2022
Q3 | $250K | Sell |
7,380
-620
| -8% | -$21K | 0.07% | 158 |
|
|
2022
Q2 | $315K | Sell |
8,000
-4,457
| -36% | -$175K | 0.07% | 159 |
|
|
2022
Q1 | $585K | Hold |
12,457
| – | – | 0.13% | 124 |
|
|
2021
Q4 | $779K | Sell |
12,457
-1,450
| -10% | -$90.7K | 0.15% | 109 |
|
|
2021
Q3 | $860K | Hold |
13,907
| – | – | 0.15% | 117 |
|
|
2021
Q2 | $791K | Hold |
13,907
| – | – | 0.03% | 176 |
|
|
2021
Q1 | $763K | Buy |
+13,907
| New | +$763K | 0.02% | 197 |
|