Seneca Financial Advisors’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 |
-2,000
| Closed | -$842K | – | 59 |
|
|
2024
Q2 | $842K | Sell |
2,000
-100
| -5% | -$42.1K | 0.44% | 33 |
|
|
2024
Q1 | $825K | Hold |
2,100
| – | – | 0.44% | 33 |
|
|
2023
Q4 | $820K | Hold |
2,100
| – | – | 0.48% | 32 |
|
|
2023
Q3 | $664K | Hold |
2,100
| – | – | 0.45% | 30 |
|
|
2023
Q2 | $730K | Hold |
2,100
| – | – | 0.48% | 30 |
|
|
2023
Q1 | $643K | Buy |
+2,100
| New | +$643K | 0.41% | 34 |
|