W
MC icon

WealthOne’s Moelis & Co MC Stock Holding History

WealthOne’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-108
Closed -$4K – 357
2018
Q4 		$4K Buy
+108
New +$4K ﹤0.01% 494