RGT Wealth Advisors’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,068
Closed -$278K 29
2018
Q3
$278K Buy
5,068
+111
+2% +$6.09K 0.94% 30
2018
Q2
$291K Buy
4,957
+92
+2% +$5.4K 0.93% 27
2018
Q1
$247K Buy
+4,865
New +$247K 0.12% 85