Turner Investments’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-12,230
| Closed | -$368K | – | 336 |
|
2015
Q1 | $368K | Buy |
12,230
+9,960
| +439% | +$300K | 0.07% | 259 |
|
2014
Q4 | $79K | Sell |
2,270
-20,600
| -90% | -$717K | 0.01% | 453 |
|
2014
Q3 | $781K | Buy |
22,870
+1,790
| +8% | +$61.1K | 0.05% | 371 |
|
2014
Q2 | $708K | Buy |
+21,080
| New | +$708K | 0.03% | 406 |
|