Sound Income Strategies’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74K | Hold |
44
| – | – | ﹤0.01% | 1210 |
|
|
2025
Q1 | $2.57K | Hold |
44
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q4 | $3.25K | Hold |
44
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q3 | $3.01K | Hold |
44
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q2 | $2.5K | Hold |
44
| – | – | ﹤0.01% | 1069 |
|
|
2024
Q1 | $2.5K | Hold |
44
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q4 | $2.47K | Hold |
44
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q3 | $1.99K | Hold |
44
| – | – | ﹤0.01% | 911 |
|
|
2023
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 885 |
|
|
2023
Q1 | $1.69K | Hold |
44
| – | – | ﹤0.01% | 858 |
|
|
2022
Q4 | $1.69K | Hold |
44
| – | – | ﹤0.01% | 790 |
|
|
2022
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 805 |
|
|
2022
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 724 |
|
|
2022
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 724 |
|
|
2021
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 672 |
|
|
2021
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 649 |
|
|
2021
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 677 |
|
|
2021
Q1 | $2.42K | Sell |
44
-4
| -8% | -$220 | ﹤0.01% | 732 |
|
|
2020
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 718 |
|
|
2020
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 675 |
|
|
2020
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 713 |
|
|
2020
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 678 |
|
|
2019
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 577 |
|
|
2019
Q3 | $2K | Buy |
48
+44
| +1,100% | +$1.83K | ﹤0.01% | 540 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 721 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 734 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 733 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 788 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 712 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 631 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 545 |
|