Column Capital Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $133K | Sell |
569
-28
| -5% | -$6.56K | 0.02% | 185 |
|
|
2023
Q2 | $117K | Buy |
597
+109
| +22% | +$21.4K | 0.02% | 198 |
|
|
2023
Q1 | $99.1K | Buy |
488
+89
| +22% | +$18.1K | 0.01% | 226 |
|
|
2022
Q4 | $86.4K | Buy |
399
+22
| +6% | +$4.77K | 0.01% | 221 |
|
|
2022
Q3 | $80K | Hold |
377
| – | – | 0.02% | 213 |
|
|
2022
Q2 | $91K | Buy |
377
+73
| +24% | +$17.6K | 0.02% | 203 |
|
|
2022
Q1 | $83K | Hold |
304
| – | – | 0.02% | 227 |
|
|
2021
Q4 | $104K | Hold |
304
| – | – | 0.02% | 202 |
|
|
2021
Q3 | $79K | Sell |
304
-38
| -11% | -$9.88K | 0.02% | 211 |
|
|
2021
Q2 | $88K | Buy |
342
+8
| +2% | +$2.06K | 0.02% | 202 |
|
|
2021
Q1 | $75K | Sell |
334
-26
| -7% | -$5.84K | 0.02% | 219 |
|
|
2020
Q4 | $83K | Sell |
360
-68
| -16% | -$15.7K | 0.02% | 194 |
|
|
2020
Q3 | $69K | Buy |
428
+70
| +20% | +$11.3K | 0.02% | 197 |
|
|
2020
Q2 | $50K | Hold |
358
| – | – | 0.02% | 243 |
|
|
2020
Q1 | $42K | Hold |
358
| – | – | 0.02% | 222 |
|
|
2019
Q4 | $54K | Buy |
+358
| New | +$54K | 0.03% | 228 |
|