USCA RIA’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-762
| Closed | -$228K | – | 580 |
|
|
2021
Q1 | $228K | Hold |
762
| – | – | 0.02% | 481 |
|
|
2020
Q4 | $221K | Buy |
+762
| New | +$221K | 0.02% | 444 |
|
|
2020
Q2 | – | Sell |
-1,666
| Closed | -$352K | – | 465 |
|
|
2020
Q1 | $352K | Sell |
1,666
-12
| -0.7% | -$2.54K | 0.04% | 304 |
|
|
2019
Q4 | $398K | Hold |
1,678
| – | – | 0.04% | 362 |
|
|
2019
Q3 | $344K | Hold |
1,678
| – | – | 0.03% | 355 |
|
|
2019
Q2 | $328K | Hold |
1,678
| – | – | 0.03% | 353 |
|
|
2019
Q1 | $304K | Sell |
1,678
-27
| -2% | -$4.89K | 0.03% | 346 |
|
|
2018
Q4 | $239K | Hold |
1,705
| – | – | 0.03% | 361 |
|
|
2018
Q3 | $285K | Hold |
1,705
| – | – | 0.03% | 393 |
|
|
2018
Q2 | $291K | Sell |
1,705
-370
| -18% | -$63.2K | 0.03% | 377 |
|
|
2018
Q1 | $335K | Buy |
2,075
+351
| +20% | +$56.7K | 0.04% | 351 |
|
|
2017
Q4 | $254K | Hold |
1,724
| – | – | 0.03% | 383 |
|
|
2017
Q3 | $210K | Hold |
1,724
| – | – | 0.03% | 380 |
|
|
2017
Q2 | $210K | Sell |
1,724
-100
| -5% | -$12.2K | 0.03% | 386 |
|
|
2017
Q1 | $204K | Buy |
+1,824
| New | +$204K | 0.03% | 377 |
|