Shelton Capital Management’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,747
Closed -$203K 732
2024
Q4
$203K Sell
2,747
-256
-9% -$18.9K 0.01% 697
2024
Q3
$206K Buy
+3,003
New +$206K 0.01% 706