Sterling Investment Advisors (Pennsylvania)’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-43
| Closed | -$12K | – | 339 |
|
|
2022
Q2 | $12K | Hold |
43
| – | – | ﹤0.01% | 382 |
|
|
2022
Q1 | $15K | Sell |
43
-11
| -20% | -$3.84K | ﹤0.01% | 392 |
|
|
2021
Q4 | $21K | Hold |
54
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $19K | Hold |
54
| – | – | 0.01% | 361 |
|
|
2021
Q2 | $20K | Hold |
54
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $16K | Buy |
+54
| New | +$16K | 0.01% | 369 |
|