Benjamin F. Edwards & Company’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $14K | Sell |
46
-17
| -27% | -$5.17K | ﹤0.01% | 1637 |
|
|
2024
Q1 | $19K | Hold |
63
| – | – | ﹤0.01% | 1549 |
|
|
2023
Q4 | $18K | Buy |
+63
| New | +$18K | ﹤0.01% | 1510 |
|
|
2023
Q3 | – | Sell |
-11
| Closed | -$2K | – | 1792 |
|
|
2023
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q1 | $2K | Sell |
11
-21
| -66% | -$3.82K | ﹤0.01% | 1680 |
|
|
2022
Q4 | $7K | Hold |
32
| – | – | ﹤0.01% | 1502 |
|
|
2022
Q3 | $7K | Hold |
32
| – | – | ﹤0.01% | 1471 |
|
|
2022
Q2 | $8K | Hold |
32
| – | – | ﹤0.01% | 1436 |
|
|
2022
Q1 | $9K | Buy |
32
+11
| +52% | +$3.09K | ﹤0.01% | 1392 |
|
|
2021
Q4 | $7K | Hold |
21
| – | – | ﹤0.01% | 1457 |
|
|
2021
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 1530 |
|
|
2021
Q2 | $5K | Hold |
21
| – | – | ﹤0.01% | 1518 |
|
|
2021
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q4 | $5K | Hold |
21
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q3 | $3K | Sell |
21
-162
| -89% | -$23.1K | ﹤0.01% | 1527 |
|
|
2020
Q2 | $26K | Sell |
183
-12
| -6% | -$1.71K | ﹤0.01% | 1045 |
|
|
2020
Q1 | $23K | Buy |
195
+99
| +103% | +$11.7K | ﹤0.01% | 1039 |
|
|
2019
Q4 | $15K | Buy |
96
+75
| +357% | +$11.7K | ﹤0.01% | 1312 |
|
|
2019
Q3 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 1690 |
|
|
2017
Q3 | – | Sell |
-35
| Closed | -$3K | – | 1530 |
|
|
2017
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 1300 |
|
|
2017
Q1 | $3K | Sell |
35
-10
| -22% | -$857 | ﹤0.01% | 1216 |
|
|
2016
Q4 | $3K | Buy |
45
+10
| +29% | +$667 | ﹤0.01% | 1118 |
|
|
2016
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 1014 |
|
|
2016
Q2 | $3K | Buy |
35
+7
| +25% | +$600 | ﹤0.01% | 968 |
|
|
2016
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1026 |
|
|
2015
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1070 |
|