Thomas J. Herzfeld Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15
| Closed | -$4.74K | – | 259 |
|
|
2023
Q3 | $4.74K | Hold |
15
| – | – | ﹤0.01% | 253 |
|
|
2023
Q2 | $5.22K | Hold |
15
| – | – | ﹤0.01% | 244 |
|
|
2023
Q1 | $4.59K | Hold |
15
| – | – | ﹤0.01% | 241 |
|
|
2022
Q4 | $4.18K | Hold |
15
| – | – | ﹤0.01% | 255 |
|
|
2022
Q3 | $4K | Sell |
15
-7
| -32% | -$1.87K | ﹤0.01% | 228 |
|
|
2022
Q2 | $6K | Hold |
22
| – | – | ﹤0.01% | 195 |
|
|
2022
Q1 | $7K | Hold |
22
| – | – | ﹤0.01% | 208 |
|
|
2021
Q4 | $9K | Hold |
22
| – | – | ﹤0.01% | 218 |
|
|
2021
Q3 | $8K | Buy |
22
+1
| +5% | +$364 | ﹤0.01% | 217 |
|
|
2021
Q2 | $8K | Buy |
21
+6
| +40% | +$2.29K | ﹤0.01% | 226 |
|
|
2021
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 275 |
|
|
2020
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 251 |
|
|
2020
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 204 |
|
|
2020
Q2 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 237 |
|