Wechter Feldman Wealth Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$252K Hold
696
0.18% 21
2021
Q1
$208K Sell
696
-357
-34% -$107K 0.15% 25
2020
Q4
$306K Hold
1,053
0.23% 20
2020
Q3
$305K Sell
1,053
-183
-15% -$53K 0.24% 19
2020
Q2
$340K Buy
+1,236
New +$340K 0.31% 18