Rowland Carmichael Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $583K | Hold |
12,460
| – | – | 0.18% | 127 |
|
|
2020
Q3 | $438K | Hold |
12,460
| – | – | 0.17% | 139 |
|
|
2020
Q2 | $388K | Hold |
12,460
| – | – | 0.16% | 149 |
|
|
2020
Q1 | $350K | Buy |
12,460
+1,818
| +17% | +$51.1K | 0.18% | 141 |
|
|
2019
Q4 | $340K | Hold |
10,642
| – | – | 0.12% | 203 |
|
|
2019
Q3 | $350K | Hold |
10,642
| – | – | 0.12% | 196 |
|
|
2019
Q2 | $372K | Buy |
+10,642
| New | +$372K | 0.13% | 176 |
|