Sendero Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,752
| Closed | -$1.16M | – | 162 |
|
|
2024
Q2 | $1.16M | Sell |
2,752
-4,691
| -63% | -$1.97M | 0.19% | 69 |
|
|
2024
Q1 | $2.93M | Sell |
7,443
-154
| -2% | -$60.5K | 0.5% | 41 |
|
|
2023
Q4 | $2.97M | Sell |
7,597
-34
| -0.4% | -$13.3K | 0.56% | 37 |
|
|
2023
Q3 | $2.41M | Sell |
7,631
-125
| -2% | -$39.5K | 0.52% | 40 |
|
|
2023
Q2 | $2.7M | Buy |
7,756
+1,060
| +16% | +$369K | 0.59% | 37 |
|
|
2023
Q1 | $2.05M | Buy |
6,696
+3,548
| +113% | +$1.09M | 0.63% | 35 |
|
|
2022
Q4 | $877K | Buy |
3,148
+1,603
| +104% | +$447K | 0.31% | 62 |
|
|
2022
Q3 | $376K | Buy |
+1,545
| New | +$376K | 0.16% | 72 |
|