Quest Investment Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,922
| Closed | -$1.37M | – | 90 |
|
2022
Q4 | $1.37M | Buy |
4,922
+659
| +15% | +$184K | 0.17% | 76 |
|
2022
Q3 | $1.04M | Buy |
4,263
+378
| +10% | +$91.9K | 0.13% | 77 |
|
2022
Q2 | $1.06M | Buy |
3,885
+85
| +2% | +$23.1K | 0.12% | 78 |
|
2022
Q1 | $1.28M | Buy |
3,800
+248
| +7% | +$83.7K | 0.12% | 78 |
|
2021
Q4 | $1.39M | Sell |
3,552
-126
| -3% | -$49.2K | 0.12% | 78 |
|
2021
Q3 | $1.31M | Buy |
3,678
+262
| +8% | +$93K | 0.12% | 78 |
|
2021
Q2 | $1.24M | Sell |
3,416
-860
| -20% | -$312K | 0.11% | 82 |
|
2021
Q1 | $1.28M | Sell |
4,276
-280
| -6% | -$83.6K | 0.12% | 82 |
|
2020
Q4 | $1.32M | Buy |
4,556
+357
| +9% | +$104K | 0.12% | 84 |
|
2020
Q3 | $1.22M | Buy |
+4,199
| New | +$1.22M | 0.12% | 86 |
|