ERIM
MORN icon

Eagle Ridge Investment Management’s Morningstar MORN Stock Holding History

Eagle Ridge Investment Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,560
Closed -$236K – 143
2019
Q4 		$236K Sell
1,560
-40
-3% -$6.14K 0.03% 144
2019
Q3 		$234K Hold
1,600
– – 0.03% 139
2019
Q2 		$231K Sell
1,600
-399
-20% -$55.1K 0.03% 142
2019
Q1 		$252K Sell
1,999
-51
-2% -$6.13K 0.04% 139
2018
Q4 		$225K Hold
2,050
– – 0.04% 142
2018
Q3 		$258K Sell
2,050
-480
-19% -$64.7K 0.04% 144
2018
Q2 		$324K Buy
2,530
+114
+5% +$13K 0.05% 133
2018
Q1 		$231K Buy
2,416
+156
+7% +$15K 0.04% 160
2017
Q4 		$219K Buy
+2,260
New +$203K 0.03% 164
2016
Q2 		– Sell
-2,480
Closed -$219K – 132
2016
Q1 		$219K Buy
+2,480
New +$198K 0.05% 117

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