DFPG Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $218K | Sell |
797
-113
| -12% | -$30.9K | 0.02% | 590 |
|
|
2023
Q3 | $237K | Sell |
910
-1,351
| -60% | -$352K | 0.02% | 523 |
|
|
2023
Q2 | $484K | Buy |
2,261
+187
| +9% | +$40K | 0.04% | 381 |
|
|
2023
Q1 | $421K | Buy |
2,074
+202
| +11% | +$41K | 0.05% | 372 |
|
|
2022
Q4 | $446K | Buy |
+1,872
| New | +$446K | 0.07% | 278 |
|