Wakefield Asset Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,551
| Closed | -$972K | – | 184 |
|
|
2021
Q4 | $972K | Buy |
15,551
+113
| +0.7% | +$7.06K | 0.34% | 89 |
|
|
2021
Q3 | $955K | Sell |
15,438
-339
| -2% | -$21K | 0.36% | 77 |
|
|
2021
Q2 | $898K | Buy |
15,777
+39
| +0.2% | +$2.22K | 0.34% | 86 |
|
|
2021
Q1 | $864K | Sell |
15,738
-578
| -4% | -$31.7K | 0.35% | 78 |
|
|
2020
Q4 | $763K | Buy |
+16,316
| New | +$763K | 0.32% | 86 |
|