TFO Wealth Partners’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2
Closed -$781 875
2023
Q4
$781 Hold
2
﹤0.01% 242
2023
Q3
$695 Buy
+2
New +$695 ﹤0.01% 366
2022
Q3
Sell
-13
Closed -$4K 343
2022
Q2
$4K Buy
+13
New +$4K ﹤0.01% 228