Realta Investment Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-996
| Closed | -$419K | – | 604 |
|
|
2024
Q2 | $419K | Hold |
996
| – | – | 0.08% | 260 |
|
|
2024
Q1 | $391K | Sell |
996
-1
| -0.1% | -$393 | 0.08% | 271 |
|
|
2023
Q4 | $389K | Buy |
997
+31
| +3% | +$12.1K | 0.09% | 259 |
|
|
2023
Q3 | $336K | Hold |
966
| – | – | 0.08% | 269 |
|
|
2023
Q2 | $336K | Buy |
966
+100
| +12% | +$34.8K | 0.07% | 277 |
|
|
2023
Q1 | $265K | Sell |
866
-53
| -6% | -$16.2K | 0.06% | 314 |
|
|
2022
Q4 | $256K | Hold |
919
| – | – | 0.06% | 336 |
|
|
2022
Q3 | $223K | Buy |
919
+97
| +12% | +$23.5K | 0.06% | 339 |
|
|
2022
Q2 | $226K | Hold |
822
| – | – | 0.06% | 327 |
|
|
2022
Q1 | $277K | Buy |
822
+26
| +3% | +$8.76K | 0.06% | 316 |
|
|
2021
Q4 | $311K | Buy |
796
+22
| +3% | +$8.6K | 0.07% | 305 |
|
|
2021
Q3 | $275K | Buy |
774
+35
| +5% | +$12.4K | 0.06% | 316 |
|
|
2021
Q2 | $268K | Hold |
739
| – | – | 0.06% | 314 |
|
|
2021
Q1 | $221K | Hold |
739
| – | – | 0.06% | 335 |
|
|
2020
Q4 | $215K | Buy |
739
+17
| +2% | +$4.95K | 0.06% | 298 |
|
|
2020
Q3 | $209K | Buy |
+722
| New | +$209K | 0.07% | 282 |
|
|
2020
Q1 | – | Sell |
-527
| Closed | -$122K | – | 948 |
|
|
2019
Q4 | $122K | Hold |
527
| – | – | 0.03% | 451 |
|
|
2019
Q3 | $106K | Sell |
527
-28
| -5% | -$5.63K | 0.03% | 485 |
|
|
2019
Q2 | $111K | Buy |
555
+296
| +114% | +$59.2K | 0.03% | 474 |
|
|
2019
Q1 | $47K | Buy |
+259
| New | +$47K | 0.02% | 560 |
|