Bridgewater Associates’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,269
| Closed | -$491K | – | 828 |
|
|
2022
Q4 | $491K | Buy |
2,269
+513
| +29% | +$111K | ﹤0.01% | 723 |
|
|
2022
Q3 | $373K | Sell |
1,756
-1,226
| -41% | -$260K | ﹤0.01% | 806 |
|
|
2022
Q2 | $721K | Buy |
2,982
+522
| +21% | +$126K | ﹤0.01% | 853 |
|
|
2022
Q1 | $672K | Buy |
+2,460
| New | +$672K | ﹤0.01% | 857 |
|
|
2019
Q4 | – | Sell |
-2,297
| Closed | -$336K | – | 545 |
|
|
2019
Q3 | $336K | Buy |
+2,297
| New | +$336K | ﹤0.01% | 297 |
|
|
2019
Q1 | – | Sell |
-12,848
| Closed | -$1.41M | – | 433 |
|
|
2018
Q4 | $1.41M | Buy |
12,848
+11,070
| +623% | +$1.22M | 0.01% | 291 |
|
|
2018
Q3 | $224K | Sell |
1,778
-3,281
| -65% | -$413K | ﹤0.01% | 344 |
|
|
2018
Q2 | $649K | Sell |
5,059
-6,344
| -56% | -$814K | 0.01% | 295 |
|
|
2018
Q1 | $1.09M | Buy |
+11,403
| New | +$1.09M | 0.01% | 257 |
|