Weld Capital Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,886
| Closed | -$1.04M | – | 323 |
|
|
2021
Q1 | $1.04M | Buy |
18,886
+1,547
| +9% | +$84.9K | 0.44% | 67 |
|
|
2020
Q4 | $811K | Buy |
+17,339
| New | +$811K | 0.32% | 97 |
|
|
2020
Q2 | – | Sell |
-14,731
| Closed | -$414K | – | 567 |
|
|
2020
Q1 | $414K | Buy |
+14,731
| New | +$414K | 0.21% | 171 |
|
|
2019
Q4 | – | Sell |
-23,001
| Closed | -$756K | – | 796 |
|
|
2019
Q3 | $756K | Buy |
+23,001
| New | +$756K | 0.14% | 247 |
|