Putnam Investments’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 | – | Sell |
-9,767
| Closed | -$458K | – | 1178 |
|
|
2022
Q1 | $458K | Buy |
9,767
+1,541
| +19% | +$72.3K | ﹤0.01% | 1027 |
|
|
2021
Q4 | $514K | Buy |
+8,226
| New | +$514K | ﹤0.01% | 999 |
|
|
2015
Q2 | – | Sell |
-34,186
| Closed | -$1.03M | – | 1523 |
|
|
2015
Q1 | $1.03M | Sell |
34,186
-489
| -1% | -$14.7K | ﹤0.01% | 1195 |
|
|
2014
Q4 | $1.21M | Buy |
34,675
+23,948
| +223% | +$836K | ﹤0.01% | 1150 |
|
|
2014
Q3 | $366K | Buy |
+10,727
| New | +$366K | ﹤0.01% | 1413 |
|