Stokes Family Office’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 | – | Sell |
-1,088
| Closed | -$344K | – | 287 |
|
|
2023
Q3 | $344K | Buy |
1,088
+14
| +1% | +$4.43K | 0.04% | 225 |
|
|
2023
Q2 | $373K | Sell |
1,074
-17
| -2% | -$5.91K | 0.04% | 213 |
|
|
2023
Q1 | $334K | Buy |
1,091
+279
| +34% | +$85.4K | 0.04% | 210 |
|
|
2022
Q4 | $226K | Buy |
+812
| New | +$226K | 0.03% | 248 |
|
|
2022
Q2 | – | Sell |
-804
| Closed | -$271K | – | 284 |
|
|
2022
Q1 | $271K | Buy |
+804
| New | +$271K | 0.04% | 220 |
|