Schubert & Co’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$961 | – | 898 |
|
|
2023
Q1 | $961 | Buy |
25
+2
| +9% | +$77 | ﹤0.01% | 1209 |
|
|
2022
Q4 | $883 | Sell |
23
-1
| -4% | -$38 | ﹤0.01% | 1222 |
|
|
2022
Q3 | $1K | Buy |
24
+3
| +14% | +$125 | ﹤0.01% | 1163 |
|
|
2022
Q2 | $1K | Buy |
21
+13
| +163% | +$619 | ﹤0.01% | 1186 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1228 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 742 |
|