Boston Trust Walden’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $28.9M | Sell |
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|
2020
Q3 | $26.1M | Buy |
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|
2020
Q2 | $21.9M | Buy |
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|
2020
Q1 | $16.6M | Buy |
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|
2019
Q4 | $21M | Buy |
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|
2019
Q3 | $19.8M | Buy |
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|
2019
Q2 | $19.5M | Sell |
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|
2019
Q1 | $17.2M | Buy |
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|
2018
Q4 | $14.9M | Sell |
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|
2018
Q3 | $20.9M | Sell |
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|
2018
Q2 | $27.8M | Sell |
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|
2018
Q1 | $21.2M | Sell |
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|
2017
Q4 | $22.9M | Sell |
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|
2017
Q3 | $20.2M | Buy |
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|
2017
Q2 | $18.6M | Buy |
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|
2017
Q1 | $14.3M | Sell |
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|
2016
Q4 | $14.6M | Buy |
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