Globeflex Capital’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.05M | Hold |
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|
2025
Q2 | $2.77M | Hold |
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|
2025
Q1 | $2.65M | Hold |
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|
2024
Q4 | $2.98M | Hold |
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|
2024
Q3 | $2.82M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $596K | Buy |
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|
2020
Q4 | $591K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $802K | Hold |
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|
2016
Q4 | $750K | Hold |
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|
2016
Q3 | $809K | Hold |
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|
2016
Q2 | $834K | Hold |
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|
2016
Q1 | $900K | Hold |
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|
2015
Q4 | $820K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $187K | Buy |
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