Bard Financial Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$296K | – | 225 |
|
|
2024
Q2 | $296K | Hold |
1,000
| – | – | 0.03% | 184 |
|
|
2024
Q1 | $308K | Hold |
1,000
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $286K | Hold |
1,000
| – | – | 0.03% | 192 |
|
|
2023
Q3 | $234K | Buy |
+1,000
| New | +$234K | 0.03% | 197 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$203K | – | 327 |
|
|
2023
Q1 | $203K | Hold |
1,000
| – | – | 0.02% | 302 |
|
|
2022
Q4 | $217K | Hold |
1,000
| – | – | 0.02% | 274 |
|
|
2022
Q3 | $212K | Hold |
1,000
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $242K | Hold |
1,000
| – | – | 0.02% | 251 |
|
|
2022
Q1 | $273K | Hold |
1,000
| – | – | 0.02% | 252 |
|
|
2021
Q4 | $342K | Hold |
1,000
| – | – | 0.03% | 218 |
|
|
2021
Q3 | $259K | Hold |
1,000
| – | – | 0.02% | 238 |
|
|
2021
Q2 | $257K | Hold |
1,000
| – | – | 0.02% | 235 |
|
|
2021
Q1 | $225K | Hold |
1,000
| – | – | 0.02% | 238 |
|
|
2020
Q4 | $232K | Buy |
+1,000
| New | +$232K | 0.02% | 232 |
|