Capital Fund Management (CFM)’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.13M | Buy |
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|
2025
Q2 | $4.73M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.36M | Sell |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $745K | Buy |
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|
2019
Q2 | $665K | Buy |
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|
2019
Q1 | $554K | Sell |
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|
2018
Q4 | $637K | Buy |
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|
2018
Q3 | $201K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $690K | Sell |
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|
2016
Q3 | $1.8M | Sell |
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|
2016
Q2 | $2.31M | Buy |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $905K | Buy |
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|
2015
Q3 | $305K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $312K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $459K | Buy |
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