WP
WealthSource Partners’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,640
| Closed | -$364K | – | 329 |
|
|
2018
Q3 | $364K | Sell |
6,640
-285
| -4% | -$15.6K | 0.1% | 190 |
|
|
2018
Q2 | $406K | Sell |
6,925
-65
| -0.9% | -$3.81K | 0.11% | 174 |
|
|
2018
Q1 | $355K | Buy |
6,990
+210
| +3% | +$10.7K | 0.11% | 181 |
|
|
2017
Q4 | $329K | Buy |
6,780
+490
| +8% | +$23.8K | 0.1% | 187 |
|
|
2017
Q3 | $271K | Buy |
+6,290
| New | +$271K | 0.09% | 223 |
|