SIA
Schechter Investment Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $500K | Sell |
1,074
-86
| -7% | -$40K | 0.04% | 367 |
|
|
2024
Q4 | $549K | Sell |
1,160
-37
| -3% | -$17.5K | 0.04% | 367 |
|
|
2024
Q3 | $568K | Sell |
1,197
-68
| -5% | -$32.3K | 0.04% | 372 |
|
|
2024
Q2 | $532K | Buy |
1,265
+63
| +5% | +$26.5K | 0.04% | 357 |
|
|
2024
Q1 | $472K | Buy |
1,202
+2
| +0.2% | +$786 | 0.04% | 387 |
|
|
2023
Q4 | $469K | Sell |
1,200
-10
| -0.8% | -$3.91K | 0.04% | 363 |
|
|
2023
Q3 | $382K | Sell |
1,210
-9
| -0.7% | -$2.85K | 0.04% | 396 |
|
|
2023
Q2 | $424K | Buy |
1,219
+124
| +11% | +$43.1K | 0.04% | 416 |
|
|
2023
Q1 | $335K | Buy |
1,095
+173
| +19% | +$52.9K | 0.03% | 500 |
|
|
2022
Q4 | $257K | Sell |
922
-35
| -4% | -$9.75K | 0.02% | 680 |
|
|
2022
Q3 | $233K | Sell |
957
-86
| -8% | -$20.9K | 0.02% | 789 |
|
|
2022
Q2 | $284K | Buy |
1,043
+390
| +60% | +$106K | 0.03% | 727 |
|
|
2022
Q1 | $220K | Buy |
653
+54
| +9% | +$18.2K | 0.02% | 807 |
|
|
2021
Q4 | $234K | Buy |
+599
| New | +$234K | 0.02% | 757 |
|