SIA
SkyView Investment Advisors’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
16,232
+760
| +5% | +$47.9K | 0.15% | 114 |
|
|
2025
Q1 | $903K | Buy |
15,472
+1,024
| +7% | +$59.8K | 0.14% | 125 |
|
|
2024
Q4 | $1.07M | Buy |
14,448
+282
| +2% | +$20.8K | 0.17% | 95 |
|
|
2024
Q3 | $971K | Buy |
14,166
+300
| +2% | +$20.6K | 0.16% | 96 |
|
|
2024
Q2 | $788K | Buy |
13,866
+188
| +1% | +$10.7K | 0.14% | 120 |
|
|
2024
Q1 | $776K | Buy |
+13,678
| New | +$776K | 0.14% | 117 |
|
|
2023
Q4 | – | Sell |
-12,038
| Closed | -$543K | – | 357 |
|
|
2023
Q3 | $543K | Buy |
12,038
+425
| +4% | +$19.2K | 0.22% | 133 |
|
|
2023
Q2 | $527K | Sell |
11,613
-2,166
| -16% | -$98.3K | 0.13% | 207 |
|
|
2023
Q1 | $530K | Buy |
13,779
+1,091
| +9% | +$42K | 0.12% | 205 |
|
|
2022
Q4 | $487K | Buy |
12,688
+173
| +1% | +$6.64K | 0.15% | 211 |
|
|
2022
Q3 | $423K | Buy |
12,515
+1,957
| +19% | +$66.1K | 0.12% | 250 |
|
|
2022
Q2 | $416K | Buy |
10,558
+3,180
| +43% | +$125K | 0.11% | 261 |
|
|
2022
Q1 | $346K | Buy |
7,378
+2,815
| +62% | +$132K | 0.08% | 322 |
|
|
2021
Q4 | $353K | Sell |
4,563
-119
| -3% | -$9.21K | 0.08% | 294 |
|
|
2021
Q3 | $290K | Buy |
+4,682
| New | +$290K | 0.08% | 281 |
|