Aigen Investment Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $946K | Buy |
+3,014
| New | +$946K | 0.13% | 254 |
|
2023
Q3 | – | Sell |
-1,551
| Closed | -$304K | – | 987 |
|
2023
Q2 | $304K | Buy |
1,551
+493
| +47% | +$96.7K | 0.04% | 489 |
|
2023
Q1 | $215K | Buy |
+1,058
| New | +$215K | 0.03% | 507 |
|
2020
Q2 | – | Sell |
-26
| Closed | -$3K | – | 1119 |
|
2020
Q1 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 1188 |
|