Freedom Investment Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,806
| Closed | -$608K | – | 759 |
|
|
2022
Q4 | $608K | Sell |
2,806
-2,570
| -48% | -$557K | 0.07% | 351 |
|
|
2022
Q3 | $1.14M | Buy |
5,376
+216
| +4% | +$45.9K | 0.13% | 212 |
|
|
2022
Q2 | $1.25M | Sell |
5,160
-800
| -13% | -$193K | 0.13% | 215 |
|
|
2022
Q1 | $1.63M | Sell |
5,960
-1,233
| -17% | -$337K | 0.15% | 179 |
|
|
2021
Q4 | $2.46M | Sell |
7,193
-1,016
| -12% | -$347K | 0.18% | 140 |
|
|
2021
Q3 | $2.13M | Buy |
8,209
+2,448
| +42% | +$634K | 0.16% | 162 |
|
|
2021
Q2 | $1.48M | Buy |
5,761
+2,251
| +64% | +$579K | 0.11% | 228 |
|
|
2021
Q1 | $790K | Buy |
3,510
+249
| +8% | +$56K | 0.06% | 379 |
|
|
2020
Q4 | $755K | Sell |
3,261
-46
| -1% | -$10.7K | 0.08% | 241 |
|
|
2020
Q3 | $531K | Buy |
3,307
+54
| +2% | +$8.67K | 0.06% | 278 |
|
|
2020
Q2 | $459K | Buy |
3,253
+456
| +16% | +$64.3K | 0.05% | 293 |
|
|
2020
Q1 | $440K | Buy |
2,797
+743
| +36% | +$117K | 0.04% | 375 |
|
|
2019
Q4 | $311K | Sell |
2,054
-157
| -7% | -$23.8K | 0.03% | 478 |
|
|
2019
Q3 | $323K | Buy |
2,211
+292
| +15% | +$42.7K | 0.03% | 476 |
|
|
2019
Q2 | $278K | Sell |
1,919
-143
| -7% | -$20.7K | 0.02% | 553 |
|
|
2019
Q1 | $260K | Sell |
2,062
-1,325
| -39% | -$167K | 0.02% | 559 |
|
|
2018
Q4 | $372K | Sell |
3,387
-576
| -15% | -$63.3K | 0.03% | 498 |
|
|
2018
Q3 | $563K | Sell |
3,963
-323
| -8% | -$45.9K | 0.04% | 483 |
|
|
2018
Q2 | $550K | Sell |
4,286
-341
| -7% | -$43.8K | 0.03% | 510 |
|
|
2018
Q1 | $442K | Buy |
4,627
+264
| +6% | +$25.2K | 0.02% | 679 |
|
|
2017
Q4 | $423K | Buy |
+4,363
| New | +$423K | 0.02% | 710 |
|