TrueWealth LLC’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $68K | Hold |
248
| – | – | 0.03% | 235 |
|
|
2020
Q1 | $52K | Hold |
248
| – | – | 0.03% | 246 |
|
|
2019
Q4 | $59K | Hold |
248
| – | – | 0.02% | 254 |
|
|
2019
Q3 | $51K | Hold |
248
| – | – | 0.02% | 261 |
|
|
2019
Q2 | $48K | Hold |
248
| – | – | 0.02% | 270 |
|
|
2019
Q1 | $45K | Hold |
248
| – | – | 0.02% | 271 |
|
|
2018
Q4 | $35K | Hold |
248
| – | – | 0.02% | 290 |
|
|
2018
Q3 | $41K | Hold |
248
| – | – | 0.02% | 293 |
|
|
2018
Q2 | $42K | Hold |
248
| – | – | 0.02% | 285 |
|
|
2018
Q1 | $40K | Sell |
248
-465
| -65% | -$75K | 0.02% | 281 |
|
|
2017
Q4 | $105K | Buy |
+713
| New | +$105K | 0.05% | 203 |
|