Simplicity Wealth’s Moody's MCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.02M	Buy	+4,034	New	+$2.02M	0.08%	214
2024 Q3	–	Sell	-3,388	Closed	-$1.43M	–	914
2024 Q2	$1.43M	Sell	3,388 -86	-2%	-$36.2K	0.03%	427
2024 Q1	$1.37M	Buy	+3,474	New	+$1.37M	0.03%	435