Dundas Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
895
-627
| -41% | -$197K | 0.02% | 45 |
|
|
2025
Q1 | $456K | Hold |
1,522
| – | – | 0.03% | 44 |
|
|
2024
Q4 | $513K | Buy |
1,522
+623
| +69% | +$210K | 0.04% | 41 |
|
|
2024
Q3 | $287K | Sell |
899
-215
| -19% | -$68.6K | 0.02% | 49 |
|
|
2024
Q2 | $330K | Buy |
1,114
+385
| +53% | +$114K | 0.03% | 48 |
|
|
2024
Q1 | $225K | Buy |
729
+131
| +22% | +$40.4K | 0.02% | 43 |
|
|
2023
Q4 | $171K | Hold |
598
| – | – | 0.01% | 42 |
|
|
2023
Q3 | $140K | Buy |
598
+251
| +72% | +$58.8K | 0.01% | 44 |
|
|
2023
Q2 | $68K | Hold |
347
| – | – | 0.01% | 52 |
|
|
2023
Q1 | $70K | Sell |
347
-162
| -32% | -$32.7K | 0.01% | 50 |
|
|
2022
Q4 | $110K | Hold |
509
| – | – | 0.01% | 49 |
|
|
2022
Q3 | $108K | Hold |
509
| – | – | 0.01% | 50 |
|
|
2022
Q2 | $123K | Hold |
509
| – | – | 0.01% | 53 |
|
|
2022
Q1 | $139K | Hold |
509
| – | – | 0.01% | 54 |
|
|
2021
Q4 | $150K | Buy |
509
+500
| +5,556% | +$147K | 0.02% | 53 |
|
|
2021
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 55 |
|