Trillium Asset Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,195
| Closed | -$403K | – | 233 |
|
|
2022
Q1 | $403K | Hold |
1,195
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $467K | Hold |
1,195
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $424K | Hold |
1,195
| – | – | 0.01% | 209 |
|
|
2021
Q2 | $433K | Buy |
1,195
+223
| +23% | +$80.8K | 0.01% | 211 |
|
|
2021
Q1 | $290K | Hold |
972
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $282K | Hold |
972
| – | – | 0.01% | 221 |
|
|
2020
Q3 | $282K | Buy |
972
+11
| +1% | +$3.19K | 0.01% | 211 |
|
|
2020
Q2 | $264K | Buy |
+961
| New | +$264K | 0.01% | 218 |
|