Spire Wealth Management’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	$5.11K	Hold	82	–	–	﹤0.01%	1931
2025 Q1	$4.79K	Buy	+82	New	+$4.79K	﹤0.01%	2070
2023 Q2	–	Sell	-114	Closed	-$4.38K	–	2472
2023 Q1	$4.38K	Buy	114 +35	+44%	+$1.35K	﹤0.01%	2061
2022 Q4	$3K	Buy	+79	New	+$3K	﹤0.01%	1970