Sustainable Insight Capital Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-826
| Closed | -$201K | – | 112 |
|
|
2022
Q3 | $201K | Sell |
826
-274
| -25% | -$66.7K | 0.23% | 96 |
|
|
2022
Q2 | $319K | Sell |
1,100
-85
| -7% | -$24.7K | 0.32% | 72 |
|
|
2022
Q1 | $400K | Sell |
1,185
-38
| -3% | -$12.8K | 0.28% | 63 |
|
|
2021
Q4 | $478K | Buy |
1,223
+49
| +4% | +$19.2K | 0.26% | 51 |
|
|
2021
Q3 | $417K | Buy |
1,174
+31
| +3% | +$11K | 0.27% | 55 |
|
|
2021
Q2 | $414K | Sell |
1,143
-30
| -3% | -$10.9K | 0.25% | 72 |
|
|
2021
Q1 | $350K | Hold |
1,173
| – | – | 0.23% | 73 |
|
|
2020
Q4 | $340K | Buy |
+1,173
| New | +$340K | 0.23% | 72 |
|
|
2020
Q1 | $202K | Hold |
953
| – | – | 0.28% | 63 |
|
|
2019
Q4 | $226K | Buy |
+953
| New | +$226K | 0.23% | 56 |
|
|
2019
Q2 | – | Sell |
-1,168
| Closed | -$212K | – | 79 |
|
|
2019
Q1 | $212K | Buy |
+1,168
| New | +$212K | 0.27% | 77 |
|