RPG Investment Advisory’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-70
| Closed | -$4K | – | 231 |
|
|
2021
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 287 |
|
|
2021
Q2 | $4K | Sell |
70
-10
| -13% | -$571 | ﹤0.01% | 294 |
|
|
2021
Q1 | $4K | Sell |
80
-35
| -30% | -$1.75K | ﹤0.01% | 301 |
|
|
2020
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 260 |
|
|
2020
Q3 | $4K | Hold |
115
| – | – | ﹤0.01% | 262 |
|
|
2020
Q2 | $4K | Buy |
+115
| New | +$4K | ﹤0.01% | 263 |
|