WealthPLAN Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$3.13K | – | 790 |
|
|
2023
Q2 | $3.13K | Sell |
9
-54
| -86% | -$18.8K | ﹤0.01% | 995 |
|
|
2023
Q1 | $19.3K | Buy |
+63
| New | +$19.3K | ﹤0.01% | 736 |
|
|
2018
Q3 | – | Sell |
-1,352
| Closed | -$231K | – | 271 |
|
|
2018
Q2 | $231K | Sell |
1,352
-971
| -42% | -$166K | 0.05% | 225 |
|
|
2018
Q1 | $375K | Buy |
+2,323
| New | +$375K | 0.08% | 168 |
|
|
2016
Q3 | $5.74K | Sell |
53
-53
| -50% | -$5.74K | ﹤0.01% | 691 |
|
|
2016
Q2 | $4.97K | Buy |
+106
| New | +$4.97K | ﹤0.01% | 1992 |
|