TWM
TriaGen Wealth Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,379
| Closed | -$2.1M | – | 189 |
|
|
2021
Q4 | $2.1M | Buy |
5,379
+1,194
| +29% | +$466K | 1.04% | 25 |
|
|
2021
Q3 | $1.49M | Hold |
4,185
| – | – | 0.81% | 46 |
|
|
2021
Q2 | $1.57M | Sell |
4,185
-4,247
| -50% | -$1.6M | 0.81% | 46 |
|
|
2021
Q1 | $2.52M | Buy |
+8,432
| New | +$2.52M | 1.45% | 15 |
|