Berkeley Inc’s Morningstar MORN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-911	Closed	-$234K	–	89
2021 Q2	$234K	Sell	911 -3,347	-79%	-$861K	0.17%	76
2021 Q1	$958K	Buy	4,258 +1	+0%	+$225	0.71%	42
2020 Q4	$986K	Buy	+4,257	New	+$986K	0.8%	39