Advisor Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | $245K | Buy |
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|
2018
Q2 | $188K | Buy |
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|
2018
Q1 | $138K | Sell |
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|
2017
Q4 | $141K | Buy |
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|
2017
Q3 | $78K | Buy |
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|
2017
Q2 | $62K | Buy |
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|
2017
Q1 | $48K | Buy |
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|
2016
Q4 | $38K | Buy |
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|
2016
Q3 | $37K | Sell |
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|
2016
Q2 | $43K | Buy |
|