Aperio Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $18.2M | Sell |
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|
2020
Q3 | $13.2M | Buy |
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|
2020
Q2 | $8.36M | Buy |
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|
2020
Q1 | $4.58M | Buy |
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|
2019
Q4 | $4.3M | Sell |
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|
2019
Q3 | $4.2M | Buy |
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|
2019
Q2 | $3.33M | Buy |
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|
2019
Q1 | $2.88M | Buy |
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|
2018
Q4 | $2.48M | Sell |
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|
2018
Q3 | $4.96M | Buy |
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|
2018
Q2 | $4.61M | Buy |
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|
2018
Q1 | $3.06M | Buy |
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|
2017
Q4 | $2.62M | Buy |
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|
2017
Q3 | $1.79M | Buy |
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|
2017
Q2 | $694K | Buy |
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|
2017
Q1 | $684K | Buy |
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|
2016
Q4 | $511K | Sell |
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|
2016
Q3 | $710K | Buy |
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|
2016
Q2 | $687K | Buy |
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|
2016
Q1 | $638K | Sell |
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|
2015
Q4 | $720K | Sell |
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|
2015
Q3 | $751K | Buy |
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|
2015
Q2 | $726K | Buy |
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|
2015
Q1 | $663K | Sell |
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|
2014
Q4 | $640K | Buy |
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|
2014
Q3 | $339K | Sell |
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|
2014
Q2 | $460K | Sell |
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|
2014
Q1 | $662K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $377K | Buy |
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|
2013
Q2 | $360K | Buy |
|