BTC Capital Management’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 |
-1,247
| Closed | -$270K | – | 240 |
|
|
2022
Q4 | $270K | Buy |
1,247
+25
| +2% | +$5.42K | 0.03% | 216 |
|
|
2022
Q3 | $261K | Buy |
1,222
+6
| +0.5% | +$1.28K | 0.03% | 217 |
|
|
2022
Q2 | $294K | Sell |
1,216
-121
| -9% | -$29.3K | 0.04% | 212 |
|
|
2022
Q1 | $365K | Sell |
1,337
-131
| -9% | -$35.8K | 0.04% | 213 |
|
|
2021
Q4 | $499K | Buy |
+1,468
| New | +$499K | 0.05% | 177 |
|