SHJ
Sharkey, Howes & Javer’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
533
-5
| -0.9% | -$2.51K | 0.04% | 132 |
|
|
2025
Q1 | $251K | Hold |
538
| – | – | 0.04% | 137 |
|
|
2024
Q4 | $255K | Hold |
538
| – | – | 0.04% | 132 |
|
|
2024
Q3 | $255K | Hold |
538
| – | – | 0.04% | 131 |
|
|
2024
Q2 | $226K | Hold |
538
| – | – | 0.04% | 111 |
|
|
2024
Q1 | $211K | Sell |
538
-128
| -19% | -$50.3K | 0.03% | 117 |
|
|
2023
Q4 | $260K | Hold |
666
| – | – | 0.05% | 101 |
|
|
2023
Q3 | $211K | Buy |
+666
| New | +$211K | 0.04% | 107 |
|