TD Private Client Wealth’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $183K | Sell |
365
-14
| -4% | -$7.02K | ﹤0.01% | 654 |
|
2025
Q1 | $176K | Buy |
379
+28
| +8% | +$13K | ﹤0.01% | 630 |
|
2024
Q4 | $166K | Sell |
351
-2,582
| -88% | -$1.22M | ﹤0.01% | 637 |
|
2024
Q3 | $1.39M | Buy |
2,933
+2,617
| +828% | +$1.24M | 0.04% | 310 |
|
2024
Q2 | $133K | Sell |
316
-232
| -42% | -$97.7K | ﹤0.01% | 645 |
|
2024
Q1 | $215K | Sell |
548
-318
| -37% | -$125K | 0.01% | 574 |
|
2023
Q4 | $338K | Sell |
866
-291
| -25% | -$114K | 0.01% | 481 |
|
2023
Q3 | $366K | Sell |
1,157
-149
| -11% | -$47.1K | 0.02% | 456 |
|
2023
Q2 | $454K | Buy |
1,306
+19
| +1% | +$6.61K | 0.02% | 452 |
|
2023
Q1 | $394K | Buy |
1,287
+34
| +3% | +$10.4K | 0.02% | 459 |
|
2022
Q4 | $349K | Buy |
1,253
+117
| +10% | +$32.6K | 0.02% | 468 |
|
2022
Q3 | $276K | Buy |
1,136
+82
| +8% | +$19.9K | 0.01% | 481 |
|
2022
Q2 | $287K | Buy |
1,054
+19
| +2% | +$5.17K | 0.01% | 478 |
|
2022
Q1 | $349K | Buy |
1,035
+784
| +312% | +$265K | 0.01% | 468 |
|
2021
Q4 | $98K | Sell |
251
-62
| -20% | -$24.2K | ﹤0.01% | 641 |
|
2021
Q3 | $111K | Buy |
313
+10
| +3% | +$3.55K | ﹤0.01% | 618 |
|
2021
Q2 | $110K | Buy |
303
+7
| +2% | +$2.54K | ﹤0.01% | 607 |
|
2021
Q1 | $88.4K | Sell |
296
-37
| -11% | -$11K | ﹤0.01% | 619 |
|
2020
Q4 | $96.7K | Sell |
333
-18
| -5% | -$5.22K | ﹤0.01% | 555 |
|
2020
Q3 | $102K | Hold |
351
| – | – | 0.01% | 528 |
|
2020
Q2 | $96.4K | Buy |
351
+10
| +3% | +$2.75K | 0.01% | 522 |
|
2020
Q1 | $72.1K | Buy |
341
+54
| +19% | +$11.4K | 0.01% | 535 |
|
2019
Q4 | $68.1K | Buy |
+287
| New | +$68.1K | ﹤0.01% | 563 |
|