WR Wealth Planners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $30.8K | Sell |
65
-18
| -22% | -$8.52K | 0.01% | 387 |
|
|
2024
Q3 | $39.4K | Buy |
83
+39
| +89% | +$18.5K | 0.01% | 370 |
|
|
2024
Q2 | $18.5K | Buy |
44
+19
| +76% | +$8K | 0.01% | 456 |
|
|
2024
Q1 | $9.83K | Buy |
+25
| New | +$9.83K | ﹤0.01% | 603 |
|
|
2023
Q4 | – | Sell |
-11
| Closed | -$3.48K | – | 583 |
|
|
2023
Q3 | $3.48K | Buy |
+11
| New | +$3.48K | ﹤0.01% | 721 |
|