Thompson Siegel & Walmsley’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 |
-2,500
| Closed | -$790K | – | 547 |
|
|
2023
Q3 | $790K | Sell |
2,500
-300
| -11% | -$94.8K | 0.01% | 280 |
|
|
2023
Q2 | $974K | Sell |
2,800
-400
| -13% | -$139K | 0.02% | 272 |
|
|
2023
Q1 | $979K | Sell |
3,200
-300
| -9% | -$91.8K | 0.02% | 267 |
|
|
2022
Q4 | $975K | Buy |
+3,500
| New | +$975K | 0.02% | 256 |
|
|
2016
Q3 | – | Sell |
-223
| Closed | -$21K | – | 764 |
|
|
2016
Q2 | $21K | Buy |
+223
| New | +$21K | ﹤0.01% | 560 |
|
|
2016
Q1 | – | Sell |
-8,000
| Closed | -$803K | – | 712 |
|
|
2015
Q4 | $803K | Buy |
+8,000
| New | +$803K | 0.01% | 289 |
|