Column Capital Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $133K | Sell |
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|
2023
Q2 | $117K | Buy |
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|
2023
Q1 | $99.1K | Buy |
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|
2022
Q4 | $86.4K | Buy |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $91K | Buy |
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|
2022
Q1 | $83K | Hold |
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|
2021
Q4 | $104K | Hold |
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|
2021
Q3 | $79K | Sell |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $75K | Sell |
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|
2020
Q4 | $83K | Sell |
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|
2020
Q3 | $69K | Buy |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $54K | Buy |
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