San Francisco Sentry Investment Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $241K | Hold |
663
| – | – | 0.13% | 177 |
|
|
2021
Q1 | $198K | Hold |
663
| – | – | 0.08% | 226 |
|
|
2020
Q4 | $192K | Hold |
663
| – | – | 0.09% | 205 |
|
|
2020
Q3 | $192K | Hold |
663
| – | – | 0.1% | 189 |
|
|
2020
Q2 | $182K | Sell |
663
-420
| -39% | -$115K | 0.1% | 186 |
|
|
2020
Q1 | $229K | Sell |
1,083
-43
| -4% | -$9.09K | 0.15% | 137 |
|
|
2019
Q4 | $267K | Buy |
1,126
+120
| +12% | +$28.5K | 0.12% | 172 |
|
|
2019
Q3 | $206K | Hold |
1,006
| – | – | 0.09% | 190 |
|
|
2019
Q2 | $196K | Hold |
1,006
| – | – | 0.09% | 195 |
|
|
2019
Q1 | $182K | Hold |
1,006
| – | – | 0.08% | 213 |
|
|
2018
Q4 | $141K | Buy |
1,006
+178
| +21% | +$24.9K | 0.07% | 225 |
|
|
2018
Q3 | $138K | Buy |
828
+244
| +42% | +$40.7K | 0.05% | 252 |
|
|
2018
Q2 | $100K | Buy |
584
+60
| +11% | +$10.3K | 0.04% | 313 |
|
|
2018
Q1 | $84K | Hold |
524
| – | – | 0.02% | 388 |
|
|
2017
Q4 | $77K | Hold |
524
| – | – | 0.02% | 390 |
|
|
2017
Q3 | $73K | Hold |
524
| – | – | 0.02% | 374 |
|
|
2017
Q2 | $64K | Buy |
+524
| New | +$64K | 0.02% | 332 |
|