TCI Wealth Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-139
| Closed | -$5.34K | – | 1375 |
|
|
2023
Q1 | $5.34K | Hold |
139
| – | – | ﹤0.01% | 1482 |
|
|
2022
Q4 | $5.33K | Sell |
139
-131
| -49% | -$5.03K | ﹤0.01% | 1480 |
|
|
2022
Q3 | $9K | Buy |
+270
| New | +$9K | ﹤0.01% | 1079 |
|
|
2022
Q1 | – | Sell |
-218
| Closed | -$14K | – | 2356 |
|
|
2021
Q4 | $14K | Hold |
218
| – | – | ﹤0.01% | 922 |
|
|
2021
Q3 | $13K | Buy |
+218
| New | +$13K | ﹤0.01% | 907 |
|
|
2021
Q2 | – | Sell |
-37
| Closed | -$2K | – | 2375 |
|
|
2021
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1786 |
|