United Capital Financial Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,512
| Closed | -$204K | – | 1095 |
|
|
2023
Q3 | $204K | Sell |
4,512
-1
| -0% | -$45 | ﹤0.01% | 801 |
|
|
2023
Q2 | $205K | Buy |
+4,513
| New | +$205K | ﹤0.01% | 852 |
|
|
2022
Q4 | – | Sell |
-7,034
| Closed | -$238K | – | 1087 |
|
|
2022
Q3 | $238K | Buy |
+7,034
| New | +$238K | ﹤0.01% | 970 |
|
|
2022
Q2 | – | Sell |
-4,570
| Closed | -$215K | – | 1162 |
|
|
2022
Q1 | $215K | Buy |
4,570
+72
| +2% | +$3.39K | ﹤0.01% | 1089 |
|
|
2021
Q4 | $281K | Buy |
4,498
+6
| +0.1% | +$375 | ﹤0.01% | 1042 |
|
|
2021
Q3 | $278K | Hold |
4,492
| – | – | ﹤0.01% | 1034 |
|
|
2021
Q2 | $256K | Hold |
4,492
| – | – | ﹤0.01% | 1061 |
|
|
2021
Q1 | $247K | Buy |
+4,492
| New | +$247K | ﹤0.01% | 1037 |
|