Teamwork Financial Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-648
| Closed | -$253K | – | 302 |
|
|
2021
Q4 | $253K | Sell |
648
-21
| -3% | -$8.2K | 0.05% | 261 |
|
|
2021
Q3 | $237K | Buy |
669
+70
| +12% | +$24.8K | 0.05% | 243 |
|
|
2021
Q2 | $217K | Buy |
+599
| New | +$217K | 0.04% | 231 |
|
|
2021
Q1 | – | Sell |
-791
| Closed | -$230K | – | 243 |
|
|
2020
Q4 | $230K | Sell |
791
-90
| -10% | -$26.2K | 0.05% | 184 |
|
|
2020
Q3 | $255K | Sell |
881
-1,639
| -65% | -$474K | 0.08% | 155 |
|
|
2020
Q2 | $692K | Buy |
2,520
+1,086
| +76% | +$298K | 0.25% | 92 |
|
|
2020
Q1 | $303K | Buy |
+1,434
| New | +$303K | 0.19% | 89 |
|