Duality Advisers’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,401
| Closed | -$3.52M | – | 337 |
|
|
2024
Q1 | $3.52M | Sell |
11,401
-2,760
| -19% | -$851K | 0.35% | 81 |
|
|
2023
Q4 | $4.05M | Buy |
+14,161
| New | +$4.05M | 0.43% | 53 |
|
|
2023
Q2 | – | Sell |
-2,601
| Closed | -$528K | – | 663 |
|
|
2023
Q1 | $528K | Sell |
2,601
-2,469
| -49% | -$501K | 0.06% | 397 |
|
|
2022
Q4 | $1.1M | Sell |
5,070
-2,462
| -33% | -$533K | 0.12% | 293 |
|
|
2022
Q3 | $1.6M | Sell |
7,532
-2,613
| -26% | -$555K | 0.17% | 232 |
|
|
2022
Q2 | $2.45M | Buy |
+10,145
| New | +$2.45M | 0.24% | 156 |
|