RegentAtlantic Capital’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $638K | Sell |
2,625
-272
| -9% | -$66.1K | 0.02% | 392 |
|
|
2022
Q2 | $788K | Buy |
2,897
+385
| +15% | +$105K | 0.03% | 353 |
|
|
2022
Q1 | $847K | Buy |
2,512
+736
| +41% | +$248K | 0.02% | 348 |
|
|
2021
Q4 | $694K | Buy |
1,776
+79
| +5% | +$30.9K | 0.02% | 380 |
|
|
2021
Q3 | $603K | Buy |
1,697
+576
| +51% | +$205K | 0.02% | 395 |
|
|
2021
Q2 | $406K | Buy |
1,121
+228
| +26% | +$82.6K | 0.01% | 476 |
|
|
2021
Q1 | $267K | Buy |
+893
| New | +$267K | 0.01% | 491 |
|
|
2020
Q3 | – | Sell |
-1,395
| Closed | -$383K | – | 506 |
|
|
2020
Q2 | $383K | Buy |
1,395
+261
| +23% | +$71.7K | 0.02% | 341 |
|
|
2020
Q1 | $240K | Hold |
1,134
| – | – | 0.02% | 369 |
|
|
2019
Q4 | $269K | Buy |
1,134
+5
| +0.4% | +$1.19K | 0.02% | 402 |
|
|
2019
Q3 | $231K | Hold |
1,129
| – | – | 0.02% | 401 |
|
|
2019
Q2 | $221K | Sell |
1,129
-49
| -4% | -$9.59K | 0.01% | 408 |
|
|
2019
Q1 | $213K | Sell |
1,178
-951
| -45% | -$172K | 0.01% | 418 |
|
|
2018
Q4 | $298K | Hold |
2,129
| – | – | 0.03% | 336 |
|
|
2018
Q3 | $356K | Hold |
2,129
| – | – | 0.03% | 330 |
|
|
2018
Q2 | $363K | Hold |
2,129
| – | – | 0.03% | 312 |
|
|
2018
Q1 | $343K | Hold |
2,129
| – | – | 0.03% | 325 |
|
|
2017
Q4 | $314K | Hold |
2,129
| – | – | 0.03% | 348 |
|
|
2017
Q3 | $296K | Hold |
2,129
| – | – | 0.03% | 340 |
|
|
2017
Q2 | $259K | Buy |
+2,129
| New | +$259K | 0.02% | 357 |
|
|
2015
Q1 | – | Sell |
-67
| Closed | -$6.42K | – | 680 |
|
|
2014
Q4 | $6.42K | Buy |
+67
| New | +$6.42K | ﹤0.01% | 979 |
|