Rise Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3K | Buy |
181
+2
| +1% | +$124 | ﹤0.01% | 918 |
|
|
2025
Q1 | $10.4K | Sell |
179
-52
| -23% | -$3.03K | ﹤0.01% | 940 |
|
|
2024
Q4 | $17.1K | Buy |
231
+2
| +0.9% | +$148 | 0.01% | 756 |
|
|
2024
Q3 | $15.7K | Buy |
229
+1
| +0.4% | +$69 | 0.01% | 841 |
|
|
2024
Q2 | $12.9K | Buy |
228
+3
| +1% | +$170 | 0.01% | 901 |
|
|
2024
Q1 | $12.8K | Buy |
+225
| New | +$12.8K | 0.01% | 962 |
|
|
2023
Q2 | – | Sell |
-56
| Closed | -$2.17K | – | 748 |
|
|
2023
Q1 | $2.17K | Hold |
56
| – | – | ﹤0.01% | 562 |
|
|
2022
Q4 | $2.13K | Buy |
56
+1
| +2% | +$38 | ﹤0.01% | 557 |
|
|
2022
Q3 | $2K | Buy |
55
+1
| +2% | +$36 | ﹤0.01% | 557 |
|
|
2022
Q2 | $2K | Buy |
54
+1
| +2% | +$37 | ﹤0.01% | 567 |
|
|
2022
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 492 |
|
|
2021
Q4 | $3.3K | Buy |
+53
| New | +$3.3K | ﹤0.01% | 461 |
|