Advisor Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $351K | Buy |
2,315
+71
| +3% | +$10.8K | ﹤0.01% | 1932 |
|
|
2019
Q3 | $328K | Buy |
2,244
+352
| +19% | +$51.5K | ﹤0.01% | 1922 |
|
|
2019
Q2 | $274K | Sell |
1,892
-103
| -5% | -$14.9K | ﹤0.01% | 2064 |
|
|
2019
Q1 | $251K | Sell |
1,995
-124
| -6% | -$15.6K | ﹤0.01% | 2091 |
|
|
2018
Q4 | $233K | Buy |
2,119
+180
| +9% | +$19.8K | ﹤0.01% | 1971 |
|
|
2018
Q3 | $245K | Buy |
1,939
+479
| +33% | +$60.5K | ﹤0.01% | 2019 |
|
|
2018
Q2 | $188K | Buy |
1,460
+26
| +2% | +$3.35K | ﹤0.01% | 2024 |
|
|
2018
Q1 | $138K | Sell |
1,434
-15
| -1% | -$1.44K | ﹤0.01% | 2271 |
|
|
2017
Q4 | $141K | Buy |
1,449
+528
| +57% | +$51.4K | ﹤0.01% | 2285 |
|
|
2017
Q3 | $78K | Buy |
921
+130
| +16% | +$11K | ﹤0.01% | 2618 |
|
|
2017
Q2 | $62K | Buy |
791
+183
| +30% | +$14.3K | ﹤0.01% | 2670 |
|
|
2017
Q1 | $48K | Buy |
608
+85
| +16% | +$6.71K | ﹤0.01% | 2738 |
|
|
2016
Q4 | $38K | Buy |
523
+65
| +14% | +$4.72K | ﹤0.01% | 2808 |
|
|
2016
Q3 | $37K | Sell |
458
-86
| -16% | -$6.95K | ﹤0.01% | 2756 |
|
|
2016
Q2 | $43K | Buy |
+544
| New | +$43K | ﹤0.01% | 2530 |
|