Shine Investment Advisory Services’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $79K | Hold |
2,250
| – | – | 0.03% | 229 |
|
|
2020
Q2 | $70K | Hold |
2,250
| – | – | 0.03% | 239 |
|
|
2020
Q1 | $63K | Buy |
2,250
+349
| +18% | +$9.77K | 0.03% | 238 |
|
|
2019
Q4 | $61K | Hold |
1,901
| – | – | 0.02% | 282 |
|
|
2019
Q3 | $62K | Hold |
1,901
| – | – | 0.03% | 269 |
|
|
2019
Q2 | $66K | Buy |
+1,901
| New | +$66K | 0.03% | 256 |
|