Simplicity Solutions’s Moody's MCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.39M Sell
3,564
-19
-0.5% -$7.42K 0.04% 371
2023
Q3
$1.13M Sell
3,583
-318
-8% -$101K 0.04% 387
2023
Q2
$1.36M Buy
3,901
+251
+7% +$87.3K 0.04% 388
2023
Q1
$1.12M Buy
3,650
+2,314
+173% +$708K 0.03% 454
2022
Q4
$372K Buy
1,336
+128
+11% +$35.7K 0.05% 418
2022
Q3
$294K Sell
1,208
-1,711
-59% -$416K 0.04% 464
2022
Q2
$794K Buy
2,919
+495
+20% +$135K 0.1% 219
2022
Q1
$818K Sell
2,424
-2,288
-49% -$772K 0.1% 208
2021
Q4
$1.84M Buy
4,712
+2,683
+132% +$1.05M 0.21% 120
2021
Q3
$721K Buy
2,029
+235
+13% +$83.5K 0.11% 198
2021
Q2
$650K Buy
1,794
+390
+28% +$141K 0.13% 173
2021
Q1
$419K Sell
1,404
-42,211
-97% -$12.6M 0.09% 238
2020
Q4
$12.7M Buy
43,615
+12,710
+41% +$3.69M 0.19% 117
2020
Q3
$8.96M Buy
30,905
+10,083
+48% +$2.92M 0.16% 120
2020
Q2
$5.72M Buy
20,822
+12,623
+154% +$3.47M 0.11% 164
2020
Q1
$1.73M Buy
8,199
+4,875
+147% +$1.03M 0.05% 240
2019
Q4
$789K Buy
+3,324
New +$789K 0.02% 439
2019
Q2
Sell
-2,656
Closed -$481K 782
2019
Q1
$481K Buy
+2,656
New +$481K 0.03% 404
2018
Q4
Sell
-1,291
Closed -$216K 725
2018
Q3
$216K Buy
+1,291
New +$216K 0.01% 503