SOA Wealth Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16
| Closed | -$5.56K | – | 952 |
|
|
2023
Q2 | $5.56K | Sell |
16
-16
| -50% | -$5.56K | ﹤0.01% | 608 |
|
|
2023
Q1 | $9.79K | Hold |
32
| – | – | ﹤0.01% | 526 |
|
|
2022
Q4 | $8.92K | Hold |
32
| – | – | ﹤0.01% | 536 |
|
|
2022
Q3 | $7K | Hold |
32
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $8K | Hold |
32
| – | – | ﹤0.01% | 529 |
|
|
2022
Q1 | $10K | Hold |
32
| – | – | ﹤0.01% | 589 |
|
|
2021
Q4 | $12K | Hold |
32
| – | – | ﹤0.01% | 537 |
|
|
2021
Q3 | $11K | Sell |
32
-1
| -3% | -$344 | ﹤0.01% | 571 |
|
|
2021
Q2 | $11K | Hold |
33
| – | – | ﹤0.01% | 562 |
|
|
2021
Q1 | $9K | Sell |
33
-171
| -84% | -$46.6K | ﹤0.01% | 527 |
|
|
2020
Q4 | $56K | Buy |
+204
| New | +$56K | 0.02% | 249 |
|