Cannell & Spears’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-782
| Closed | -$263K | – | 411 |
|
|
2024
Q4 | $263K | Sell |
782
-8
| -1% | -$2.69K | 0.01% | 351 |
|
|
2024
Q3 | $252K | Hold |
790
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $234K | Sell |
790
-6
| -0.8% | -$1.78K | ﹤0.01% | 333 |
|
|
2024
Q1 | $245K | Hold |
796
| – | – | 0.01% | 339 |
|
|
2023
Q4 | $228K | Buy |
+796
| New | +$228K | 0.02% | 197 |
|
|
2022
Q3 | – | Sell |
-830
| Closed | -$201K | – | 206 |
|
|
2022
Q2 | $201K | Sell |
830
-9
| -1% | -$2.18K | 0.02% | 202 |
|
|
2022
Q1 | $229K | Sell |
839
-47
| -5% | -$12.8K | 0.02% | 202 |
|
|
2021
Q4 | $303K | Sell |
886
-720
| -45% | -$246K | 0.02% | 183 |
|
|
2021
Q3 | $416K | Hold |
1,606
| – | – | 0.03% | 156 |
|
|
2021
Q2 | $413K | Hold |
1,606
| – | – | 0.03% | 163 |
|
|
2021
Q1 | $361K | Sell |
1,606
-376
| -19% | -$84.5K | 0.03% | 165 |
|
|
2020
Q4 | $459K | Sell |
1,982
-76
| -4% | -$17.6K | 0.04% | 142 |
|
|
2020
Q3 | $331K | Buy |
2,058
+421
| +26% | +$67.7K | 0.03% | 164 |
|
|
2020
Q2 | $231K | Buy |
+1,637
| New | +$231K | 0.02% | 193 |
|