Fieldpoint Private Securities’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-127
| Closed | -$29K | – | 1612 |
|
|
2020
Q4 | $29K | Buy |
+127
| New | +$29K | 0.01% | 593 |
|
|
2020
Q1 | – | Sell |
-329
| Closed | -$50K | – | 455 |
|
|
2019
Q4 | $50K | Buy |
329
+141
| +75% | +$21.4K | 0.01% | 430 |
|
|
2019
Q3 | $27K | Buy |
188
+106
| +129% | +$15.2K | 0.01% | 478 |
|
|
2019
Q2 | $12K | Buy |
+82
| New | +$12K | ﹤0.01% | 600 |
|