WEC
Winslow Evans & Crocker’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 914 |
|
|
2019
Q2 | – | Sell |
-12
| Closed | -$2K | – | 1264 |
|
|
2019
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1193 |
|
|
2018
Q1 | – | Sell |
-1,300
| Closed | -$63.1K | – | 1143 |
|
|
2017
Q4 | $63.1K | Buy |
+1,300
| New | +$63.1K | 0.02% | 450 |
|