Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,141
| Closed | -$318K | – | 537 |
|
|
2022
Q4 | $318K | Sell |
1,141
-166
| -13% | -$46.3K | 0.03% | 366 |
|
|
2022
Q3 | $318K | Buy |
1,307
+199
| +18% | +$48.4K | 0.03% | 352 |
|
|
2022
Q2 | $301K | Sell |
1,108
-16
| -1% | -$4.35K | 0.03% | 373 |
|
|
2022
Q1 | $379K | Sell |
1,124
-1,769
| -61% | -$596K | 0.03% | 356 |
|
|
2021
Q4 | $1.13M | Sell |
2,893
-600
| -17% | -$234K | 0.1% | 220 |
|
|
2021
Q3 | $1.24M | Sell |
3,493
-240
| -6% | -$85.2K | 0.12% | 181 |
|
|
2021
Q2 | $1.35M | Buy |
+3,733
| New | +$1.35M | 0.14% | 157 |
|
|
2021
Q1 | – | Sell |
-1,816
| Closed | -$527K | – | 267 |
|
|
2020
Q4 | $527K | Buy |
+1,816
| New | +$527K | 0.06% | 279 |
|