Westwood Holdings Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-27,192
| Closed | -$4.64M | – | 428 |
|
|
2018
Q2 | $4.64M | Sell |
27,192
-6,941
| -20% | -$1.18M | 0.04% | 227 |
|
|
2018
Q1 | $5.51M | Sell |
34,133
-3,972
| -10% | -$641K | 0.04% | 227 |
|
|
2017
Q4 | $5.63M | Sell |
38,105
-404
| -1% | -$59.6K | 0.04% | 231 |
|
|
2017
Q3 | $5.36M | Sell |
38,509
-20,825
| -35% | -$2.9M | 0.04% | 231 |
|
|
2017
Q2 | $7.22M | Sell |
59,334
-17,980
| -23% | -$2.19M | 0.06% | 220 |
|
|
2017
Q1 | $8.66M | Sell |
77,314
-252
| -0.3% | -$28.2K | 0.07% | 197 |
|
|
2016
Q4 | $7.31M | Sell |
77,566
-9,058
| -10% | -$854K | 0.06% | 213 |
|
|
2016
Q3 | $9.38M | Sell |
86,624
-1,193
| -1% | -$129K | 0.08% | 193 |
|
|
2016
Q2 | $8.23M | Sell |
87,817
-1,639
| -2% | -$154K | 0.07% | 196 |
|
|
2016
Q1 | $8.64M | Buy |
89,456
+330
| +0.4% | +$31.9K | 0.07% | 191 |
|
|
2015
Q4 | $8.94M | Buy |
89,126
+48
| +0.1% | +$4.82K | 0.08% | 174 |
|
|
2015
Q3 | $8.75M | Buy |
89,078
+1,244
| +1% | +$122K | 0.08% | 168 |
|
|
2015
Q2 | $9.48M | Sell |
87,834
-46
| -0.1% | -$4.97K | 0.07% | 168 |
|
|
2015
Q1 | $9.12M | Sell |
87,880
-5,207
| -6% | -$540K | 0.07% | 178 |
|
|
2014
Q4 | $8.92M | Sell |
93,087
-1,601
| -2% | -$153K | 0.07% | 179 |
|
|
2014
Q3 | $8.95M | Sell |
94,688
-917
| -1% | -$86.7K | 0.07% | 184 |
|
|
2014
Q2 | $8.38M | Sell |
95,605
-1,757
| -2% | -$154K | 0.06% | 181 |
|
|
2014
Q1 | $7.72M | Buy |
97,362
+1,464
| +2% | +$116K | 0.06% | 176 |
|
|
2013
Q4 | $7.53M | Buy |
95,898
+5,259
| +6% | +$413K | 0.06% | 169 |
|
|
2013
Q3 | $6.38M | Buy |
90,639
+2,439
| +3% | +$172K | 0.05% | 185 |
|
|
2013
Q2 | $5.37M | Buy |
+88,200
| New | +$5.37M | 0.05% | 205 |
|