Van Hulzen Asset Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-113
| Closed | -$53.5K | – | 771 |
|
|
2024
Q4 | $53.5K | Buy |
+113
| New | +$53.5K | ﹤0.01% | 492 |
|
|
2020
Q1 | – | Sell |
-873
| Closed | -$207K | – | 277 |
|
|
2019
Q4 | $207K | Sell |
873
-465
| -35% | -$110K | 0.04% | 264 |
|
|
2019
Q3 | $274K | Sell |
1,338
-58
| -4% | -$11.9K | 0.06% | 211 |
|
|
2019
Q2 | $273K | Sell |
1,396
-220
| -14% | -$43K | 0.06% | 210 |
|
|
2019
Q1 | $293K | Buy |
1,616
+179
| +12% | +$32.5K | 0.08% | 177 |
|
|
2018
Q4 | $201K | Buy |
1,437
+155
| +12% | +$21.7K | 0.06% | 208 |
|
|
2018
Q3 | $214K | Buy |
+1,282
| New | +$214K | 0.06% | 209 |
|