American Portfolios Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.5K | Buy |
59
+44
| +293% | +$9.34K | ﹤0.01% | 2420 |
|
|
2022
Q2 | $3.63K | Hold |
15
| – | – | ﹤0.01% | 2955 |
|
|
2022
Q1 | $4.1K | Sell |
15
-4
| -21% | -$1.09K | ﹤0.01% | 3014 |
|
|
2021
Q4 | $6.5K | Hold |
19
| – | – | ﹤0.01% | 2795 |
|
|
2021
Q3 | $4.92K | Buy |
19
+4
| +27% | +$1.04K | ﹤0.01% | 2855 |
|
|
2021
Q2 | $3.86K | Hold |
15
| – | – | ﹤0.01% | 2930 |
|
|
2021
Q1 | $3.38K | Hold |
15
| – | – | ﹤0.01% | 2840 |
|
|
2020
Q4 | $3.47K | Sell |
15
-3,040
| -100% | -$704K | ﹤0.01% | 2551 |
|
|
2020
Q3 | $491K | Buy |
3,055
+3,033
| +13,786% | +$487K | 0.03% | 496 |
|
|
2020
Q2 | $3.1K | Buy |
+22
| New | +$3.1K | ﹤0.01% | 2400 |
|
|
2019
Q4 | – | Sell |
-312
| Closed | -$45.6K | – | 2893 |
|
|
2019
Q3 | $45.6K | Buy |
+312
| New | +$45.6K | ﹤0.01% | 1320 |
|