Farr Miller & Washington’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $759K | Buy |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $531K | Sell |
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|
2019
Q4 | $712K | Buy |
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|
2019
Q3 | $621K | Buy |
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|
2019
Q2 | $524K | Buy |
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|
2019
Q1 | $442K | Hold |
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|
2018
Q4 | $386K | Buy |
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|
2018
Q3 | $431K | Buy |
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|
2018
Q2 | $434K | Buy |
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|
2018
Q1 | $319K | Buy |
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|
2017
Q4 | $313K | Hold |
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|
2017
Q3 | $274K | Hold |
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|
2017
Q2 | $253K | Buy |
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