Sugarloaf Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $41.2K | Hold |
87
| – | – | 0.01% | 317 |
|
|
2024
Q3 | $41.3K | Hold |
87
| – | – | 0.01% | 323 |
|
|
2024
Q2 | $36.6K | Hold |
87
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $34.2K | Hold |
87
| – | – | 0.01% | 335 |
|
|
2023
Q4 | $34K | Hold |
87
| – | – | 0.01% | 324 |
|
|
2023
Q3 | $27.5K | Hold |
87
| – | – | 0.01% | 351 |
|
|
2023
Q2 | $30.3K | Hold |
87
| – | – | 0.01% | 347 |
|
|
2023
Q1 | $26.6K | Hold |
87
| – | – | 0.01% | 360 |
|
|
2022
Q4 | $24.2K | Hold |
87
| – | – | 0.01% | 381 |
|
|
2022
Q3 | $22K | Hold |
87
| – | – | 0.01% | 407 |
|
|
2022
Q2 | $24K | Hold |
87
| – | – | 0.01% | 382 |
|
|
2022
Q1 | $29K | Hold |
87
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $34K | Hold |
87
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $31K | Hold |
87
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $32K | Hold |
87
| – | – | 0.01% | 336 |
|
|
2021
Q1 | $26 | Sell |
87
-4
| -4% | -$1 | 0.01% | 363 |
|
|
2020
Q4 | $26K | Buy |
91
+4
| +5% | +$1.14K | 0.01% | 341 |
|
|
2020
Q3 | $25K | Hold |
87
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $24K | Hold |
87
| – | – | 0.01% | 326 |
|
|
2020
Q1 | $18K | Hold |
87
| – | – | 0.01% | 349 |
|
|
2019
Q4 | $21K | Buy |
+87
| New | +$21K | 0.01% | 361 |
|