Disciplined Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6
| Closed | -$1.18K | – | 996 |
|
|
2023
Q2 | $1.18K | Sell |
6
-1
| -14% | -$196 | ﹤0.01% | 892 |
|
|
2023
Q1 | $1.42K | Buy |
7
+1
| +17% | +$203 | ﹤0.01% | 816 |
|
|
2022
Q4 | $1.3K | Sell |
6
-3
| -33% | -$650 | ﹤0.01% | 791 |
|
|
2022
Q3 | $2K | Buy |
9
+4
| +80% | +$889 | ﹤0.01% | 683 |
|
|
2022
Q2 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 1014 |
|
|
2022
Q1 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 740 |
|