Squar Milner Financial Services’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-107
| Closed | -$4K | – | 511 |
|
|
2019
Q2 | $4K | Sell |
107
-85
| -44% | -$3.18K | ﹤0.01% | 627 |
|
|
2019
Q1 | $7K | Buy |
192
+112
| +140% | +$4.08K | 0.01% | 594 |
|
|
2018
Q4 | $3K | Sell |
80
-46
| -37% | -$1.73K | ﹤0.01% | 653 |
|
|
2018
Q3 | $7K | Hold |
126
| – | – | 0.01% | 556 |
|
|
2018
Q2 | $7K | Buy |
+126
| New | +$7K | 0.01% | 651 |
|