Wolff Wiese Magana’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,157
| Closed | -$39K | – | 895 |
|
|
2022
Q3 | $39K | Buy |
1,157
+348
| +43% | +$11.7K | 0.03% | 269 |
|
|
2022
Q2 | $32K | Hold |
809
| – | – | 0.02% | 321 |
|
|
2022
Q1 | $38K | Hold |
809
| – | – | 0.03% | 316 |
|
|
2021
Q4 | $51K | Sell |
809
-68
| -8% | -$4.29K | 0.03% | 274 |
|
|
2021
Q3 | $54K | Hold |
877
| – | – | 0.04% | 268 |
|
|
2021
Q2 | $50K | Hold |
877
| – | – | 0.04% | 279 |
|
|
2021
Q1 | $48K | Hold |
877
| – | – | 0.04% | 283 |
|
|
2020
Q4 | $41K | Buy |
+877
| New | +$41K | 0.03% | 290 |
|