AHL Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,665
| Closed | -$311K | – | 1319 |
|
|
2017
Q3 | $311K | Hold |
3,665
| – | – | 0.01% | 1147 |
|
|
2017
Q2 | $287K | Hold |
3,665
| – | – | 0.01% | 1034 |
|
|
2017
Q1 | $288K | Sell |
3,665
-23,290
| -86% | -$1.83M | 0.01% | 1089 |
|
|
2016
Q4 | $1.98M | Buy |
26,955
+14,924
| +124% | +$1.1M | 0.06% | 510 |
|
|
2016
Q3 | $954K | Buy |
+12,031
| New | +$954K | 0.04% | 615 |
|
|
2015
Q1 | – | Sell |
-5,274
| Closed | -$342K | – | 824 |
|
|
2014
Q4 | $342K | Sell |
5,274
-5,049
| -49% | -$327K | 0.02% | 683 |
|
|
2014
Q3 | $701K | Buy |
+10,323
| New | +$701K | 0.05% | 414 |
|