Strata Wealth Advisors’s Moelis & Co MC Stock Holding History

Strata Wealth Advisors’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.52M	Sell
2025 Q1	$1.64M	Sell
2024 Q4	$2.11M	Sell
2024 Q3	$1.97M	Sell
2024 Q2	$1.67M	Sell
2024 Q1	$1.71M	Sell
2023 Q4	$2.92M	Buy