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TFO Wealth Partners’s Moelis & Co MC Stock Holding History

TFO Wealth Partners’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7
Closed -$393 – 874
2023
Q4 		$393 Hold
7
– – ﹤0.01% 414
2023
Q3 		$317 Buy
+7
New +$317 ﹤0.01% 634