TCM
Tran Capital Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,875
| Closed | -$3.16M | – | 52 |
|
|
2020
Q4 | $3.16M | Sell |
10,875
-1,774
| -14% | -$515K | 0.29% | 34 |
|
|
2020
Q3 | $3.67M | Sell |
12,649
-12,551
| -50% | -$3.64M | 0.39% | 32 |
|
|
2020
Q2 | $6.92M | Sell |
25,200
-5,975
| -19% | -$1.64M | 0.8% | 35 |
|
|
2020
Q1 | $6.59M | Buy |
31,175
+16,670
| +115% | +$3.53M | 0.96% | 36 |
|
|
2019
Q4 | $3.44M | Buy |
14,505
+13,505
| +1,351% | +$3.21M | 0.4% | 40 |
|
|
2019
Q3 | $205K | Sell |
1,000
-1,300
| -57% | -$267K | 0.03% | 57 |
|
|
2019
Q2 | $449K | Buy |
+2,300
| New | +$449K | 0.06% | 49 |
|