BCGM Wealth Management’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 |
-4,460
| Closed | -$1.32M | – | 157 |
|
|
2024
Q2 | $1.32M | Sell |
4,460
-40
| -0.9% | -$11.8K | 0.46% | 56 |
|
|
2024
Q1 | $1.39M | Buy |
4,500
+192
| +4% | +$59.2K | 0.5% | 53 |
|
|
2023
Q4 | $1.23M | Buy |
4,308
+73
| +2% | +$20.9K | 0.5% | 50 |
|
|
2023
Q3 | $992K | Buy |
4,235
+323
| +8% | +$75.7K | 0.46% | 52 |
|
|
2023
Q2 | $767K | Buy |
3,912
+359
| +10% | +$70.4K | 0.34% | 58 |
|
|
2023
Q1 | $721K | Buy |
3,553
+79
| +2% | +$16K | 0.36% | 58 |
|
|
2022
Q4 | $752K | Sell |
3,474
-456
| -12% | -$98.8K | 0.37% | 59 |
|
|
2022
Q3 | $914K | Buy |
3,930
+282
| +8% | +$65.6K | 0.46% | 49 |
|
|
2022
Q2 | $932K | Buy |
3,648
+47
| +1% | +$12K | 0.47% | 47 |
|
|
2022
Q1 | $912K | Buy |
3,601
+360
| +11% | +$91.2K | 0.5% | 48 |
|
|
2021
Q4 | $1.11M | Buy |
3,241
+198
| +7% | +$67.7K | 0.6% | 39 |
|
|
2021
Q3 | $964K | Buy |
3,043
+408
| +15% | +$129K | 0.54% | 47 |
|
|
2021
Q2 | $666K | Buy |
2,635
+305
| +13% | +$77.1K | 0.39% | 57 |
|
|
2021
Q1 | $549K | Buy |
2,330
+451
| +24% | +$106K | 0.38% | 56 |
|
|
2020
Q4 | $466K | Buy |
+1,879
| New | +$466K | 0.33% | 53 |
|