Tradition Wealth Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,260
| Closed | -$71K | – | 859 |
|
|
2023
Q4 | $71K | Buy |
1,260
+14
| +1% | +$789 | 0.01% | 547 |
|
|
2023
Q3 | $56K | Buy |
1,246
+16
| +1% | +$719 | 0.01% | 577 |
|
|
2023
Q2 | $56K | Buy |
1,230
+17
| +1% | +$774 | 0.01% | 596 |
|
|
2023
Q1 | $47K | Buy |
1,213
+19
| +2% | +$736 | 0.01% | 624 |
|
|
2022
Q4 | $46K | Hold |
1,194
| – | – | 0.01% | 549 |
|
|
2022
Q3 | $40K | Buy |
+1,194
| New | +$40K | 0.01% | 567 |
|