Rockbridge Investment Management’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 | – | Sell |
-10
| Closed | -$2.72K | – | 390 |
|
|
2022
Q2 | $2.72K | Sell |
10
-20
| -67% | -$5.44K | ﹤0.01% | 514 |
|
|
2022
Q1 | $10.2K | Sell |
30
-170
| -85% | -$57.9K | ﹤0.01% | 502 |
|
|
2021
Q4 | $78K | Hold |
200
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $71K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $72K | Buy |
200
+20
| +11% | +$7.2K | 0.01% | 264 |
|
|
2021
Q1 | $54K | Buy |
180
+10
| +6% | +$3K | 0.01% | 279 |
|
|
2020
Q4 | $49K | Hold |
170
| – | – | 0.01% | 283 |
|
|
2020
Q3 | $49K | Buy |
+170
| New | +$49K | 0.01% | 273 |
|