Spartan Planning & Wealth Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$59K Sell
151
-80
-35% -$31.2K 0.06% 131
2023
Q3
$73K Buy
+231
New +$73K 0.09% 80
2022
Q4
$279 Buy
+1
New +$279 ﹤0.01% 144