AMP Capital Investors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,800
| Closed | -$401K | – | 1213 |
|
|
2019
Q2 | $401K | Hold |
2,800
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q1 | $349K | Sell |
2,800
-1,400
| -33% | -$175K | ﹤0.01% | 1030 |
|
|
2018
Q4 | $462K | Sell |
4,200
-1,700
| -29% | -$187K | ﹤0.01% | 967 |
|
|
2018
Q3 | $744K | Hold |
5,900
| – | – | ﹤0.01% | 918 |
|
|
2018
Q2 | $757K | Hold |
5,900
| – | – | ﹤0.01% | 930 |
|
|
2018
Q1 | $560K | Buy |
+5,900
| New | +$560K | ﹤0.01% | 973 |
|
|
2017
Q4 | – | Sell |
-3,616
| Closed | -$307K | – | 1213 |
|
|
2017
Q3 | $307K | Hold |
3,616
| – | – | ﹤0.01% | 1053 |
|
|
2017
Q2 | $283K | Hold |
3,616
| – | – | ﹤0.01% | 1054 |
|
|
2017
Q1 | $282K | Buy |
+3,616
| New | +$282K | ﹤0.01% | 1067 |
|