Stratos Wealth Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-560
| Closed | -$265K | – | 1459 |
|
2024
Q4 | $265K | Sell |
560
-2
| -0.4% | -$947 | ﹤0.01% | 1203 |
|
2024
Q3 | $267K | Buy |
562
+4
| +0.7% | +$1.9K | ﹤0.01% | 1207 |
|
2024
Q2 | $235K | Buy |
558
+38
| +7% | +$16K | ﹤0.01% | 1198 |
|
2024
Q1 | $205K | Sell |
520
-145
| -22% | -$57K | ﹤0.01% | 1283 |
|
2023
Q4 | $260K | Buy |
665
+12
| +2% | +$4.69K | ﹤0.01% | 1148 |
|
2023
Q3 | $207K | Buy |
653
+66
| +11% | +$20.9K | ﹤0.01% | 1160 |
|
2023
Q2 | $204K | Buy |
+587
| New | +$204K | ﹤0.01% | 1096 |
|
2018
Q4 | – | Sell |
-960
| Closed | -$161K | – | 1801 |
|
2018
Q3 | $161K | Buy |
+960
| New | +$161K | 0.01% | 931 |
|
2018
Q2 | – | Sell |
-960
| Closed | -$155K | – | 1917 |
|
2018
Q1 | $155K | Buy |
960
+143
| +18% | +$23.1K | 0.01% | 1005 |
|
2017
Q4 | $121K | Buy |
+817
| New | +$121K | 0.01% | 1078 |
|