Eagle Ridge Investment Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,560
| Closed | -$236K | – | 143 |
|
|
2019
Q4 | $236K | Sell |
1,560
-40
| -3% | -$6.05K | 0.03% | 144 |
|
|
2019
Q3 | $234K | Hold |
1,600
| – | – | 0.03% | 139 |
|
|
2019
Q2 | $231K | Sell |
1,600
-399
| -20% | -$57.6K | 0.03% | 142 |
|
|
2019
Q1 | $252K | Sell |
1,999
-51
| -2% | -$6.43K | 0.04% | 139 |
|
|
2018
Q4 | $225K | Hold |
2,050
| – | – | 0.04% | 142 |
|
|
2018
Q3 | $258K | Sell |
2,050
-480
| -19% | -$60.4K | 0.04% | 144 |
|
|
2018
Q2 | $324K | Buy |
2,530
+114
| +5% | +$14.6K | 0.05% | 133 |
|
|
2018
Q1 | $231K | Buy |
2,416
+156
| +7% | +$14.9K | 0.04% | 160 |
|
|
2017
Q4 | $219K | Buy |
+2,260
| New | +$219K | 0.03% | 164 |
|
|
2016
Q2 | – | Sell |
-2,480
| Closed | -$219K | – | 132 |
|
|
2016
Q1 | $219K | Buy |
+2,480
| New | +$219K | 0.05% | 117 |
|