V Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,312
| Closed | -$2.54M | – | 260 |
|
|
2023
Q2 | $2.54M | Sell |
7,312
-73
| -1% | -$25.4K | 0.42% | 44 |
|
|
2023
Q1 | $2.26M | Sell |
7,385
-552
| -7% | -$169K | 0.42% | 46 |
|
|
2022
Q4 | $2.21M | Sell |
7,937
-27
| -0.3% | -$7.52K | 0.46% | 43 |
|
|
2022
Q3 | $1.94M | Buy |
7,964
+219
| +3% | +$53.2K | 0.39% | 51 |
|
|
2022
Q2 | $2.11M | Sell |
7,745
-174
| -2% | -$47.3K | 0.4% | 50 |
|
|
2022
Q1 | $2.67M | Buy |
7,919
+202
| +3% | +$68.2K | 0.43% | 40 |
|
|
2021
Q4 | $3.01M | Buy |
7,717
+60
| +0.8% | +$23.4K | 0.44% | 40 |
|
|
2021
Q3 | $2.72M | Buy |
7,657
+37
| +0.5% | +$13.1K | 0.42% | 45 |
|
|
2021
Q2 | $2.76M | Buy |
7,620
+83
| +1% | +$30K | 0.44% | 45 |
|
|
2021
Q1 | $2.25M | Sell |
7,537
-67
| -0.9% | -$20K | 0.41% | 51 |
|
|
2020
Q4 | $2.21M | Buy |
+7,604
| New | +$2.21M | 0.46% | 44 |
|
|
2020
Q3 | – | Sell |
-7,502
| Closed | -$2.06M | – | 262 |
|
|
2020
Q2 | $2.06M | Sell |
7,502
-134
| -2% | -$36.8K | 0.54% | 33 |
|
|
2020
Q1 | $1.62M | Buy |
7,636
+122
| +2% | +$25.8K | 0.51% | 42 |
|
|
2019
Q4 | $1.54M | Hold |
7,514
| – | – | 0.55% | 47 |
|
|
2019
Q3 | $1.54M | Hold |
7,514
| – | – | 0.55% | 47 |
|
|
2019
Q2 | $1.47M | Buy |
+7,514
| New | +$1.47M | 0.56% | 52 |
|