Steward Financial Group’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1198 |
|
|
2023
Q2 | – | Sell |
-35
| Closed | -$1K | – | 777 |
|
|
2023
Q1 | $1K | Buy |
35
+22
| +169% | +$629 | ﹤0.01% | 633 |
|
|
2022
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 703 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 802 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1200 |
|