Xact Kapitalforvaltning’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,851
| Closed | -$219K | – | 1354 |
|
|
2019
Q4 | $219K | Hold |
6,851
| – | – | ﹤0.01% | 1356 |
|
|
2019
Q3 | $225K | Hold |
6,851
| – | – | ﹤0.01% | 1344 |
|
|
2019
Q2 | $239K | Hold |
6,851
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q1 | $285K | Hold |
6,851
| – | – | 0.01% | 1243 |
|
|
2018
Q4 | $236K | Hold |
6,851
| – | – | 0.01% | 1369 |
|
|
2018
Q3 | $375K | Buy |
6,851
+1,400
| +26% | +$76.6K | 0.01% | 1182 |
|
|
2018
Q2 | $320K | Buy |
5,451
+700
| +15% | +$41.1K | 0.01% | 1300 |
|
|
2018
Q1 | $242K | Buy |
+4,751
| New | +$242K | 0.01% | 1387 |
|