WealthSource Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $303K | Sell |
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|
2021
Q3 | $372K | Sell |
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|
2021
Q2 | $399K | Sell |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $212K | Buy |
|