Smartleaf Asset Management’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
1,602
+680
| +74% | +$42.8K | 0.01% | 859 |
|
|
2025
Q1 | $53.4K | Sell |
922
-94
| -9% | -$5.44K | 0.01% | 1111 |
|
|
2024
Q4 | $75.4K | Buy |
1,016
+799
| +368% | +$59.3K | 0.01% | 975 |
|
|
2024
Q3 | $15K | Sell |
217
-32
| -13% | -$2.21K | ﹤0.01% | 1518 |
|
|
2024
Q2 | $13.6K | Buy |
249
+170
| +215% | +$9.3K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $4.54K | Buy |
+79
| New | +$4.54K | ﹤0.01% | 1249 |
|