Arbor Capital Management (Alaska)’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,761
| Closed | -$817K | – | 109 |
|
2022
Q4 | $817K | Sell |
3,761
-313
| -8% | -$68K | 0.73% | 63 |
|
2022
Q3 | $900K | Buy |
4,074
+60
| +1% | +$13.3K | 0.81% | 60 |
|
2022
Q2 | $971K | Sell |
4,014
-30
| -0.7% | -$7.26K | 0.93% | 55 |
|
2022
Q1 | $1.09M | Sell |
4,044
-1,773
| -30% | -$478K | 0.84% | 61 |
|
2021
Q4 | $1.99M | Buy |
+5,817
| New | +$1.99M | 1.41% | 29 |
|