CIBC World Markets’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,386
| Closed | -$1.97M | – | 746 |
|
2024
Q1 | $1.97M | Buy |
+6,386
| New | +$1.97M | 0.01% | 508 |
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$1.08M | – | 653 |
|
2022
Q4 | $1.08M | Buy |
+5,000
| New | +$1.08M | 0.01% | 580 |
|
2022
Q1 | – | Sell |
-9,000
| Closed | -$3.08M | – | 628 |
|
2021
Q4 | $3.08M | Buy |
+9,000
| New | +$3.08M | 0.02% | 333 |
|