WCM Investment Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-131,661
| Closed | -$4.2M | – | 190 |
|
|
2019
Q4 | $4.2M | Buy |
131,661
+95,939
| +269% | +$3.06M | 0.02% | 125 |
|
|
2019
Q3 | $1.17M | Sell |
35,722
-36
| -0.1% | -$1.18K | 0.01% | 122 |
|
|
2019
Q2 | $1.25M | Buy |
35,758
+7,506
| +27% | +$262K | 0.01% | 118 |
|
|
2019
Q1 | $1.18M | Buy |
+28,252
| New | +$1.18M | 0.01% | 112 |
|