Symmetry Partners’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 | – | Sell |
-442
| Closed | -$210K | – | 134 |
|
2024
Q3 | $210K | Sell |
442
-756
| -63% | -$359K | 0.05% | 80 |
|
2024
Q2 | $504K | Hold |
1,198
| – | – | 0.03% | 284 |
|
2024
Q1 | $471K | Hold |
1,198
| – | – | 0.04% | 314 |
|
2023
Q4 | $468K | Sell |
1,198
-545
| -31% | -$213K | 0.03% | 294 |
|
2023
Q3 | $551K | Hold |
1,743
| – | – | 0.03% | 283 |
|
2023
Q2 | $606K | Hold |
1,743
| – | – | 0.03% | 281 |
|
2023
Q1 | $533K | Hold |
1,743
| – | – | 0.03% | 306 |
|
2022
Q4 | $486K | Hold |
1,743
| – | – | 0.03% | 341 |
|
2022
Q3 | $424K | Hold |
1,743
| – | – | 0.03% | 350 |
|
2022
Q2 | $474K | Hold |
1,743
| – | – | 0.03% | 336 |
|
2022
Q1 | $588K | Hold |
1,743
| – | – | 0.04% | 324 |
|
2021
Q4 | $681K | Sell |
1,743
-138
| -7% | -$53.9K | 0.04% | 307 |
|
2021
Q3 | $668K | Hold |
1,881
| – | – | 0.04% | 320 |
|
2021
Q2 | $682K | Hold |
1,881
| – | – | 0.05% | 321 |
|
2021
Q1 | $562K | Sell |
1,881
-14
| -0.7% | -$4.18K | 0.04% | 359 |
|
2020
Q4 | $550K | Buy |
1,895
+7
| +0.4% | +$2.03K | 0.04% | 344 |
|
2020
Q3 | $547K | Buy |
+1,888
| New | +$547K | 0.05% | 294 |
|