AGF Investments LLC’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,492
| Closed | -$641K | – | 451 |
|
|
2021
Q2 | $641K | Sell |
2,492
-188
| -7% | -$48.4K | 0.07% | 103 |
|
|
2021
Q1 | $603K | Sell |
2,680
-1,319
| -33% | -$297K | 0.07% | 190 |
|
|
2020
Q4 | $926K | Sell |
3,999
-4,543
| -53% | -$1.05M | 0.11% | 69 |
|
|
2020
Q3 | $1.37M | Buy |
8,542
+417
| +5% | +$67K | 0.15% | 107 |
|
|
2020
Q2 | $1.15M | Buy |
+8,125
| New | +$1.15M | 0.12% | 228 |
|
|
2020
Q1 | – | Sell |
-5,499
| Closed | -$832K | – | 635 |
|
|
2019
Q4 | $832K | Buy |
5,499
+2,743
| +100% | +$415K | 0.15% | 283 |
|
|
2019
Q3 | $403K | Buy |
+2,756
| New | +$403K | 0.09% | 318 |
|