WEC
Winslow Evans & Crocker’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $855K | Buy |
2,945
+25
| +0.9% | +$7.26K | 0.16% | 141 |
|
|
2020
Q3 | $846K | Buy |
2,920
+40
| +1% | +$11.6K | 0.21% | 111 |
|
|
2020
Q2 | $791K | Buy |
2,880
+1,084
| +60% | +$298K | 0.21% | 103 |
|
|
2020
Q1 | $380K | Buy |
1,796
+6
| +0.3% | +$1.27K | 0.13% | 164 |
|
|
2019
Q4 | $426K | Hold |
1,790
| – | – | 0.11% | 191 |
|
|
2019
Q3 | $368K | Hold |
1,790
| – | – | 0.1% | 205 |
|
|
2019
Q2 | $350K | Hold |
1,790
| – | – | 0.1% | 218 |
|
|
2019
Q1 | $326K | Hold |
1,790
| – | – | 0.09% | 221 |
|
|
2018
Q4 | $252K | Hold |
1,790
| – | – | 0.08% | 230 |
|
|
2018
Q3 | $300K | Hold |
1,790
| – | – | 0.09% | 213 |
|
|
2018
Q2 | $306K | Hold |
1,790
| – | – | 0.1% | 197 |
|
|
2018
Q1 | $289K | Hold |
1,790
| – | – | 0.09% | 207 |
|
|
2017
Q4 | $264K | Hold |
1,790
| – | – | 0.08% | 221 |
|
|
2017
Q3 | $249K | Sell |
1,790
-2,300
| -56% | -$320K | 0.08% | 226 |
|
|
2017
Q2 | $481K | Buy |
4,090
+3,400
| +493% | +$400K | 0.13% | 179 |
|
|
2017
Q1 | $77.3K | Hold |
690
| – | – | 0.02% | 452 |
|
|
2016
Q4 | $65K | Sell |
690
-1,610
| -70% | -$152K | 0.02% | 476 |
|
|
2016
Q3 | $249K | Hold |
2,300
| – | – | 0.07% | 267 |
|
|
2016
Q2 | $216K | Hold |
2,300
| – | – | 0.06% | 269 |
|
|
2016
Q1 | $222K | Hold |
2,300
| – | – | 0.07% | 253 |
|
|
2015
Q4 | $231K | Buy |
+2,300
| New | +$231K | 0.07% | 273 |
|