White Knight Strategic Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$284K | – | 94 |
|
|
2024
Q4 | $284K | Buy |
+600
| New | +$284K | 0.12% | 101 |
|
|
2023
Q1 | – | Sell |
-720
| Closed | -$201K | – | 76 |
|
|
2022
Q4 | $201K | Buy |
+720
| New | +$201K | 0.28% | 67 |
|
|
2022
Q2 | – | Sell |
-710
| Closed | -$240K | – | 67 |
|
|
2022
Q1 | $240K | Buy |
710
+10
| +1% | +$3.38K | 0.26% | 65 |
|
|
2021
Q4 | $273K | Buy |
+700
| New | +$273K | 0.29% | 65 |
|