Assured Investment Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-121
| Closed | -$15K | – | 524 |
|
|
2019
Q1 | $15K | Sell |
121
-2,669
| -96% | -$331K | ﹤0.01% | 1016 |
|
|
2018
Q4 | $306K | Sell |
2,790
-7,313
| -72% | -$802K | 0.01% | 778 |
|
|
2018
Q3 | $1.27M | Buy |
10,103
+2,070
| +26% | +$261K | 0.02% | 478 |
|
|
2018
Q2 | $1.03M | Sell |
8,033
-502
| -6% | -$64.4K | 0.02% | 524 |
|
|
2018
Q1 | $815K | Buy |
+8,535
| New | +$815K | 0.02% | 586 |
|