Fiera Capital (Canada)’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,295
| Closed | -$912K | – | 540 |
|
2022
Q3 | $912K | Hold |
4,295
| – | – | ﹤0.01% | 399 |
|
2022
Q2 | $1.04M | Buy |
4,295
+70
| +2% | +$16.9K | ﹤0.01% | 404 |
|
2022
Q1 | $1.15M | Buy |
4,225
+232
| +6% | +$63.4K | ﹤0.01% | 406 |
|
2021
Q4 | $1.37M | Hold |
3,993
| – | – | ﹤0.01% | 377 |
|
2021
Q3 | $1.03M | Hold |
3,993
| – | – | ﹤0.01% | 369 |
|
2021
Q2 | $1.03M | Buy |
3,993
+990
| +33% | +$255K | ﹤0.01% | 409 |
|
2021
Q1 | $676K | Buy |
3,003
+618
| +26% | +$139K | ﹤0.01% | 440 |
|
2020
Q4 | $552K | Buy |
2,385
+546
| +30% | +$126K | ﹤0.01% | 500 |
|
2020
Q3 | $295K | Buy |
1,839
+251
| +16% | +$40.3K | ﹤0.01% | 545 |
|
2020
Q2 | $224K | Buy |
+1,588
| New | +$224K | ﹤0.01% | 586 |
|