YorkBridge Wealth Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $214K | Buy |
+767
| New | +$214K | 0.05% | 242 |
|
|
2022
Q3 | – | Sell |
-783
| Closed | -$213K | – | 293 |
|
|
2022
Q2 | $213K | Hold |
783
| – | – | 0.06% | 262 |
|
|
2022
Q1 | $264K | Hold |
783
| – | – | 0.06% | 257 |
|
|
2021
Q4 | $306K | Hold |
783
| – | – | 0.07% | 229 |
|
|
2021
Q3 | $278K | Hold |
783
| – | – | 0.07% | 223 |
|
|
2021
Q2 | $284K | Hold |
783
| – | – | 0.07% | 216 |
|
|
2021
Q1 | $234K | Hold |
783
| – | – | 0.07% | 225 |
|
|
2020
Q4 | $227K | Sell |
783
-17
| -2% | -$4.93K | 0.08% | 189 |
|
|
2020
Q3 | $232K | Hold |
800
| – | – | 0.1% | 161 |
|
|
2020
Q2 | $220K | Buy |
+800
| New | +$220K | 0.1% | 160 |
|
|
2019
Q3 | – | Sell |
-800
| Closed | -$156K | – | 464 |
|
|
2019
Q2 | $156K | Hold |
800
| – | – | 0.07% | 218 |
|
|
2019
Q1 | $145K | Hold |
800
| – | – | 0.07% | 213 |
|
|
2018
Q4 | $112K | Hold |
800
| – | – | 0.06% | 231 |
|
|
2018
Q3 | $136K | Hold |
800
| – | – | 0.06% | 233 |
|
|
2018
Q2 | $136K | Hold |
800
| – | – | 0.06% | 236 |
|
|
2018
Q1 | $131K | Hold |
800
| – | – | 0.06% | 244 |
|
|
2017
Q4 | $121K | Hold |
800
| – | – | 0.06% | 252 |
|
|
2017
Q3 | $111K | Hold |
800
| – | – | 0.06% | 251 |
|
|
2017
Q2 | $98K | Hold |
800
| – | – | 0.05% | 274 |
|
|
2017
Q1 | $95K | Hold |
800
| – | – | 0.05% | 272 |
|
|
2016
Q4 | $81K | Buy |
+800
| New | +$81K | 0.05% | 274 |
|