SVB Wealth’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40
| Closed | -$2.33K | – | 1150 |
|
|
2025
Q1 | $2.33K | Buy |
+40
| New | +$2.33K | ﹤0.01% | 1202 |
|
|
2021
Q4 | – | Sell |
-6,775
| Closed | -$419K | – | 900 |
|
|
2021
Q3 | $419K | Sell |
6,775
-11,055
| -62% | -$684K | 0.01% | 662 |
|
|
2021
Q2 | $1.02M | Buy |
17,830
+3,039
| +21% | +$173K | 0.01% | 383 |
|
|
2021
Q1 | $812K | Buy |
14,791
+6,540
| +79% | +$359K | 0.01% | 394 |
|
|
2020
Q4 | $386K | Buy |
+8,251
| New | +$386K | 0.01% | 542 |
|