Ropes Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $840K | Hold |
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|
2023
Q2 | $924K | Hold |
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|
2023
Q1 | $813K | Buy |
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|
2022
Q4 | $736K | Buy |
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|
2022
Q3 | $597K | Sell |
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|
2022
Q2 | $671K | Hold |
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|
2022
Q1 | $833K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $981K | Sell |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $920K | Hold |
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|
2020
Q1 | $708K | Sell |
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|
2019
Q4 | $813K | Hold |
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|
2019
Q3 | $701K | Hold |
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|
2019
Q2 | $669K | Hold |
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|
2019
Q1 | $620K | Sell |
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|
2018
Q4 | $521K | Buy |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $281K | Hold |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | $108K | Sell |
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|
2017
Q3 | $167K | Sell |
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|
2017
Q2 | $168K | Sell |
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|
2017
Q1 | $174K | Sell |
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|
2016
Q4 | $227K | Sell |
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|
2016
Q3 | $308K | Buy |
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|
2016
Q2 | $132K | Buy |
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|
2016
Q1 | $19K | Sell |
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|
2015
Q4 | $82K | Buy |
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