Ropes Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $840K | Hold |
2,656
| – | – | 0.16% | 114 |
|
|
2023
Q2 | $924K | Hold |
2,656
| – | – | 0.15% | 123 |
|
|
2023
Q1 | $813K | Buy |
2,656
+16
| +0.6% | +$4.9K | 0.15% | 134 |
|
|
2022
Q4 | $736K | Buy |
2,640
+186
| +8% | +$51.8K | 0.13% | 136 |
|
|
2022
Q3 | $597K | Sell |
2,454
-15
| -0.6% | -$3.65K | 0.13% | 137 |
|
|
2022
Q2 | $671K | Hold |
2,469
| – | – | 0.14% | 133 |
|
|
2022
Q1 | $833K | Sell |
2,469
-133
| -5% | -$44.9K | 0.14% | 136 |
|
|
2021
Q4 | $1.02M | Sell |
2,602
-470
| -15% | -$184K | 0.18% | 110 |
|
|
2021
Q3 | $1.09M | Sell |
3,072
-118
| -4% | -$41.9K | 0.17% | 108 |
|
|
2021
Q2 | $1.16M | Sell |
3,190
-65
| -2% | -$23.6K | 0.18% | 108 |
|
|
2021
Q1 | $1.07M | Sell |
3,255
-125
| -4% | -$41.1K | 0.19% | 105 |
|
|
2020
Q4 | $981K | Sell |
3,380
-153
| -4% | -$44.4K | 0.15% | 95 |
|
|
2020
Q3 | $1.02M | Buy |
3,533
+185
| +6% | +$53.6K | 0.2% | 85 |
|
|
2020
Q2 | $920K | Hold |
3,348
| – | – | 0.19% | 89 |
|
|
2020
Q1 | $708K | Sell |
3,348
-75
| -2% | -$15.9K | 0.18% | 94 |
|
|
2019
Q4 | $813K | Hold |
3,423
| – | – | 0.18% | 104 |
|
|
2019
Q3 | $701K | Hold |
3,423
| – | – | 0.15% | 113 |
|
|
2019
Q2 | $669K | Hold |
3,423
| – | – | 0.14% | 117 |
|
|
2019
Q1 | $620K | Sell |
3,423
-300
| -8% | -$54.3K | 0.16% | 121 |
|
|
2018
Q4 | $521K | Buy |
3,723
+2,253
| +153% | +$315K | 0.15% | 128 |
|
|
2018
Q3 | $246K | Sell |
1,470
-180
| -11% | -$30.1K | 0.06% | 208 |
|
|
2018
Q2 | $281K | Hold |
1,650
| – | – | 0.08% | 198 |
|
|
2018
Q1 | $266K | Buy |
1,650
+920
| +126% | +$148K | 0.07% | 197 |
|
|
2017
Q4 | $108K | Sell |
730
-472
| -39% | -$69.8K | 0.03% | 269 |
|
|
2017
Q3 | $167K | Sell |
1,202
-179
| -13% | -$24.9K | 0.05% | 229 |
|
|
2017
Q2 | $168K | Sell |
1,381
-173
| -11% | -$21K | 0.05% | 229 |
|
|
2017
Q1 | $174K | Sell |
1,554
-858
| -36% | -$96.1K | 0.05% | 223 |
|
|
2016
Q4 | $227K | Sell |
2,412
-437
| -15% | -$41.1K | 0.07% | 192 |
|
|
2016
Q3 | $308K | Buy |
2,849
+1,442
| +102% | +$156K | 0.1% | 163 |
|
|
2016
Q2 | $132K | Buy |
1,407
+1,210
| +614% | +$114K | 0.05% | 210 |
|
|
2016
Q1 | $19K | Sell |
197
-618
| -76% | -$59.6K | 0.01% | 285 |
|
|
2015
Q4 | $82K | Buy |
+815
| New | +$82K | 0.04% | 211 |
|