Reilly Financial Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $20K | Hold |
325
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $20K | Hold |
325
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $18K | Hold |
325
| – | – | ﹤0.01% | 567 |
|
|
2021
Q1 | $18K | Hold |
325
| – | – | ﹤0.01% | 559 |
|
|
2020
Q4 | $15K | Hold |
325
| – | – | ﹤0.01% | 550 |
|
|
2020
Q3 | $11K | Hold |
325
| – | – | ﹤0.01% | 554 |
|
|
2020
Q2 | $10K | Hold |
325
| – | – | ﹤0.01% | 581 |
|
|
2020
Q1 | $9K | Hold |
325
| – | – | ﹤0.01% | 565 |
|
|
2019
Q4 | $10K | Hold |
325
| – | – | ﹤0.01% | 629 |
|
|
2019
Q3 | $11K | Hold |
325
| – | – | ﹤0.01% | 619 |
|
|
2019
Q2 | $11K | Hold |
325
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $14K | Hold |
325
| – | – | ﹤0.01% | 608 |
|
|
2018
Q4 | $11K | Hold |
325
| – | – | ﹤0.01% | 630 |
|
|
2018
Q3 | $18K | Hold |
325
| – | – | ﹤0.01% | 580 |
|
|
2018
Q2 | $19K | Hold |
325
| – | – | ﹤0.01% | 520 |
|
|
2018
Q1 | $17K | Hold |
325
| – | – | ﹤0.01% | 535 |
|
|
2017
Q4 | $16K | Hold |
325
| – | – | ﹤0.01% | 556 |
|
|
2017
Q3 | $14K | Hold |
325
| – | – | ﹤0.01% | 570 |
|
|
2017
Q2 | $13K | Buy |
+325
| New | +$13K | ﹤0.01% | 594 |
|