Brown Advisory’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-18,010
| Closed | -$2.27M | – | 1183 |
|
|
2019
Q1 | $2.27M | Sell |
18,010
-1,093
| -6% | -$138K | 0.01% | 609 |
|
|
2018
Q4 | $2.1M | Sell |
19,103
-7,047
| -27% | -$774K | 0.01% | 587 |
|
|
2018
Q3 | $3.29M | Sell |
26,150
-433
| -2% | -$54.5K | 0.01% | 539 |
|
|
2018
Q2 | $3.41M | Buy |
+26,583
| New | +$3.41M | 0.01% | 522 |
|