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SkyOak Wealth’s Moelis & Co MC Stock Holding History

SkyOak Wealth’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-12,524
Closed -$390K – 223
2020
Q2 		$390K Buy
+12,524
New +$390K 0.14% 150