Wealthspire Advisors (Maryland)’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Buy |
3,622
+64
| +2% | +$18.6K | 0.04% | 184 |
|
|
2020
Q2 | $977K | Buy |
3,558
+38
| +1% | +$10.4K | 0.07% | 164 |
|
|
2020
Q1 | $744K | Buy |
3,520
+122
| +4% | +$25.8K | 0.06% | 182 |
|
|
2019
Q4 | $807K | Buy |
3,398
+20
| +0.6% | +$4.75K | 0.05% | 200 |
|
|
2019
Q3 | $692K | Buy |
3,378
+73
| +2% | +$15K | 0.05% | 202 |
|
|
2019
Q2 | $646K | Buy |
3,305
+1
| +0% | +$195 | 0.05% | 213 |
|
|
2019
Q1 | $598K | Buy |
3,304
+22
| +0.7% | +$3.98K | 0.05% | 222 |
|
|
2018
Q4 | $460K | Sell |
3,282
-2
| -0.1% | -$280 | 0.04% | 234 |
|
|
2018
Q3 | $549K | Sell |
3,284
-9
| -0.3% | -$1.51K | 0.05% | 231 |
|
|
2018
Q2 | $562K | Sell |
3,293
-23
| -0.7% | -$3.93K | 0.05% | 214 |
|
|
2018
Q1 | $535K | Sell |
3,316
-1
| -0% | -$161 | 0.05% | 231 |
|
|
2017
Q4 | $490K | Buy |
3,317
+59
| +2% | +$8.72K | 0.05% | 254 |
|
|
2017
Q3 | $454K | Buy |
3,258
+147
| +5% | +$20.5K | 0.05% | 255 |
|
|
2017
Q2 | $379K | Buy |
3,111
+173
| +6% | +$21.1K | 0.04% | 281 |
|
|
2017
Q1 | $329K | Buy |
2,938
+92
| +3% | +$10.3K | 0.05% | 269 |
|
|
2016
Q4 | $268K | Sell |
2,846
-12
| -0.4% | -$1.13K | 0.04% | 302 |
|
|
2016
Q3 | $309K | Buy |
2,858
+7
| +0.2% | +$757 | 0.05% | 266 |
|
|
2016
Q2 | $267K | Buy |
2,851
+3
| +0.1% | +$281 | 0.04% | 285 |
|
|
2016
Q1 | $275K | Sell |
2,848
-12
| -0.4% | -$1.16K | 0.05% | 276 |
|
|
2015
Q4 | $287K | Buy |
+2,860
| New | +$287K | 0.05% | 264 |
|