WealthSource Partners’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.39M | Buy |
3,568
+46
| +1% | +$18K | 0.09% | 162 |
|
|
2023
Q3 | $1.11M | Buy |
3,522
+30
| +0.9% | +$9.49K | 0.08% | 178 |
|
|
2023
Q2 | $1.21M | Buy |
+3,492
| New | +$1.21M | 0.08% | 174 |
|
|
2022
Q2 | – | Sell |
-760
| Closed | -$257K | – | 564 |
|
|
2022
Q1 | $257K | Sell |
760
-16
| -2% | -$5.41K | 0.02% | 492 |
|
|
2021
Q4 | $303K | Sell |
776
-271
| -26% | -$106K | 0.02% | 430 |
|
|
2021
Q3 | $372K | Sell |
1,047
-53
| -5% | -$18.8K | 0.03% | 341 |
|
|
2021
Q2 | $399K | Sell |
1,100
-21
| -2% | -$7.62K | 0.04% | 313 |
|
|
2021
Q1 | $335K | Buy |
1,121
+212
| +23% | +$63.4K | 0.03% | 321 |
|
|
2020
Q4 | $264K | Buy |
909
+179
| +25% | +$52K | 0.03% | 313 |
|
|
2020
Q3 | $212K | Buy |
+730
| New | +$212K | 0.03% | 324 |
|