TrueWealth LLC’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$68K Hold
2020
Q1
$52K Hold
2019
Q4
$59K Hold
2019
Q3
$51K Hold
2019
Q2
$48K Hold
2019
Q1
$45K Hold
2018
Q4
$35K Hold
2018
Q3
$41K Hold
2018
Q2
$42K Hold
2018
Q1
$40K Sell
2017
Q4
$105K Buy