Waratah Capital Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,911
| Closed | -$465K | – | 191 |
|
|
2022
Q3 | $465K | Buy |
+1,911
| New | +$465K | 0.01% | 118 |
|
|
2020
Q3 | – | Sell |
-15,588
| Closed | -$4.28M | – | 165 |
|
|
2020
Q2 | $4.28M | Buy |
+15,588
| New | +$4.28M | 0.36% | 52 |
|
|
2018
Q2 | – | Sell |
-25,998
| Closed | -$4.19M | – | 168 |
|
|
2018
Q1 | $4.19M | Buy |
25,998
+7,167
| +38% | +$1.16M | 0.44% | 53 |
|
|
2017
Q4 | $2.78M | Buy |
18,831
+1,151
| +7% | +$170K | 0.32% | 59 |
|
|
2017
Q3 | $2.46M | Buy |
17,680
+11,110
| +169% | +$1.55M | 0.31% | 60 |
|
|
2017
Q2 | $799K | Buy |
+6,570
| New | +$799K | 0.11% | 128 |
|
|
2016
Q4 | – | Sell |
-6,300
| Closed | -$682K | – | 163 |
|
|
2016
Q3 | $682K | Sell |
6,300
-29,590
| -82% | -$3.2M | 0.12% | 84 |
|
|
2016
Q2 | $3.36M | Buy |
35,890
+28,000
| +355% | +$2.62M | 0.69% | 48 |
|
|
2016
Q1 | $762K | Buy |
+7,890
| New | +$762K | 0.15% | 92 |
|