Cambridge Investment Research Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,799
Closed -$289K 2759
2020
Q3
$289K Buy
+1,799
New +$289K ﹤0.01% 1963
2019
Q3
Sell
-1,535
Closed -$222K 2385
2019
Q2
$222K Buy
+1,535
New +$222K ﹤0.01% 1939