Clinton Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-15,009
| Closed | -$1.1M | – | 1003 |
|
2016
Q4 | $1.1M | Sell |
15,009
-745
| -5% | -$54.8K | 0.06% | 343 |
|
2016
Q3 | $1.25M | Buy |
15,754
+10,814
| +219% | +$857K | 0.06% | 414 |
|
2016
Q2 | $404K | Buy |
+4,940
| New | +$404K | 0.02% | 682 |
|
2014
Q1 | – | Sell |
-4,383
| Closed | -$342K | – | 402 |
|
2013
Q4 | $342K | Buy |
+4,383
| New | +$342K | 0.11% | 211 |
|