Bryn Mawr Capital Management Inc’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-4,662
| Closed | -$374K | – | 192 |
|
2015
Q3 | $374K | Buy |
+4,662
| New | +$374K | 0.06% | 327 |
|
2015
Q2 | – | Sell |
-5,542
| Closed | -$415K | – | 520 |
|
2015
Q1 | $415K | Buy |
+5,542
| New | +$415K | 0.05% | 303 |
|
2014
Q1 | – | Sell |
-5,460
| Closed | -$426K | – | 625 |
|
2013
Q4 | $426K | Buy |
+5,460
| New | +$426K | 0.03% | 392 |
|