Apriem Advisors’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-64	Closed	-$5K	–	383
2017 Q1	$5K	Hold	64	–	–	﹤0.01%	485
2016 Q4	$5K	Hold	64	–	–	﹤0.01%	504
2016 Q3	$5K	Buy	+64	New	+$5K	﹤0.01%	463