Zeke Capital Advisors’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 | $393K | Buy |
+1,409
| New | +$393K | 0.03% | 285 |
|
|
2022
Q2 | – | Sell |
-636
| Closed | -$214K | – | 512 |
|
|
2022
Q1 | $214K | Buy |
+636
| New | +$214K | 0.01% | 467 |
|
|
2020
Q1 | – | Sell |
-3,314
| Closed | -$787K | – | 408 |
|
|
2019
Q4 | $787K | Sell |
3,314
-9
| -0.3% | -$2.14K | 0.07% | 261 |
|
|
2019
Q3 | $681K | Buy |
3,323
+35
| +1% | +$7.17K | 0.06% | 287 |
|
|
2019
Q2 | $642K | Hold |
3,288
| – | – | 0.06% | 291 |
|
|
2019
Q1 | $596K | Hold |
3,288
| – | – | 0.06% | 321 |
|
|
2018
Q4 | $461K | Buy |
3,288
+282
| +9% | +$39.5K | 0.04% | 345 |
|
|
2018
Q3 | $503K | Hold |
3,006
| – | – | 0.04% | 403 |
|
|
2018
Q2 | $513K | Hold |
3,006
| – | – | 0.05% | 299 |
|
|
2018
Q1 | $485K | Buy |
3,006
+397
| +15% | +$64.1K | 0.04% | 336 |
|
|
2017
Q4 | $385K | Buy |
2,609
+196
| +8% | +$28.9K | 0.04% | 341 |
|
|
2017
Q3 | $336K | Buy |
+2,413
| New | +$336K | 0.05% | 303 |
|