ClearBridge Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-650
| Closed | -$222K | – | 805 |
|
|
2021
Q4 | $222K | Buy |
+650
| New | +$222K | ﹤0.01% | 775 |
|
|
2021
Q3 | – | Sell |
-5,089
| Closed | -$1.31M | – | 827 |
|
|
2021
Q2 | $1.31M | Buy |
5,089
+472
| +10% | +$121K | ﹤0.01% | 693 |
|
|
2021
Q1 | $1.04M | Buy |
4,617
+308
| +7% | +$69.3K | ﹤0.01% | 685 |
|
|
2020
Q4 | $998K | Buy |
4,309
+1,192
| +38% | +$276K | ﹤0.01% | 671 |
|
|
2020
Q3 | $501K | Buy |
+3,117
| New | +$501K | ﹤0.01% | 694 |
|