SWA
Strata Wealth Advisors’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
24,464
-3,654
| -13% | -$228K | 0.42% | 30 |
|
|
2025
Q1 | $1.64M | Sell |
28,118
-508
| -2% | -$29.6K | 0.51% | 25 |
|
|
2024
Q4 | $2.11M | Sell |
28,626
-86
| -0.3% | -$6.35K | 0.66% | 23 |
|
|
2024
Q3 | $1.97M | Sell |
28,712
-716
| -2% | -$49.1K | 0.63% | 24 |
|
|
2024
Q2 | $1.67M | Sell |
29,428
-715
| -2% | -$40.7K | 0.58% | 25 |
|
|
2024
Q1 | $1.71M | Sell |
30,143
-21,907
| -42% | -$1.24M | 0.6% | 23 |
|
|
2023
Q4 | $2.92M | Buy |
+52,050
| New | +$2.92M | 1.15% | 14 |
|