Tarbox Family Office’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-15
Closed -$5K 630
2022
Q1
$5K Hold
15
﹤0.01% 539
2021
Q4
$6K Hold
15
﹤0.01% 561
2021
Q3
$5K Hold
15
﹤0.01% 639
2021
Q2
$5K Sell
15
-1
-6% -$333 ﹤0.01% 640
2021
Q1
$5K Hold
16
﹤0.01% 566
2020
Q4
$5K Sell
16
-2
-11% -$625 ﹤0.01% 530
2020
Q3
$5K Hold
18
﹤0.01% 484
2020
Q2
$5K Sell
18
-4
-18% -$1.11K ﹤0.01% 486
2020
Q1
$5K Buy
22
+6
+38% +$1.36K ﹤0.01% 428
2019
Q4
$4K Sell
16
-4
-20% -$1K ﹤0.01% 577
2019
Q3
$4K Hold
20
﹤0.01% 516
2019
Q2
$4K Hold
20
﹤0.01% 512
2019
Q1
$4K Hold
20
﹤0.01% 416
2018
Q4
$3K Buy
20
+7
+54% +$1.05K ﹤0.01% 435
2018
Q3
$2K Hold
13
﹤0.01% 523
2018
Q2
$2K Hold
13
﹤0.01% 516
2018
Q1
$2K Sell
13
-2
-13% -$308 ﹤0.01% 520
2017
Q4
$2K Hold
15
﹤0.01% 508
2017
Q3
$2K Hold
15
﹤0.01% 503
2017
Q2
$2K Hold
15
﹤0.01% 488
2017
Q1
$2K Hold
15
﹤0.01% 490
2016
Q4
$1K Hold
15
﹤0.01% 516
2016
Q3
$2K Hold
15
﹤0.01% 444
2016
Q2
$1K Hold
15
﹤0.01% 505
2016
Q1
$1K Hold
15
﹤0.01% 523
2015
Q4
$2K Hold
15
﹤0.01% 417
2015
Q3
$1K Hold
15
﹤0.01% 496
2015
Q2
$2K Hold
15
﹤0.01% 406
2015
Q1
$2K Hold
15
﹤0.01% 416
2014
Q4
$1K Hold
15
﹤0.01% 482
2014
Q3
$1K Buy
+15
New +$1K ﹤0.01% 479