Ergoteles’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 |
-3,427
| Closed | -$672K | – | 538 |
|
|
2023
Q2 | $672K | Buy |
+3,427
| New | +$672K | 0.03% | 576 |
|
|
2022
Q1 | – | Sell |
-4,100
| Closed | -$1.4M | – | 1482 |
|
|
2021
Q4 | $1.4M | Buy |
+4,100
| New | +$1.4M | 0.05% | 341 |
|
|
2021
Q1 | – | Sell |
-4,010
| Closed | -$929K | – | 963 |
|
|
2020
Q4 | $929K | Buy |
4,010
+2,510
| +167% | +$581K | 0.03% | 345 |
|
|
2020
Q3 | $241K | Buy |
+1,500
| New | +$241K | 0.03% | 410 |
|