Ground Swell Capital’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-948
| Closed | -$229K | – | 163 |
|
|
2022
Q2 | $229K | Buy |
+948
| New | +$229K | 0.42% | 72 |
|
|
2021
Q4 | – | Sell |
-1,443
| Closed | -$374K | – | 94 |
|
|
2021
Q3 | $374K | Buy |
+1,443
| New | +$374K | 1.61% | 15 |
|
|
2014
Q3 | – | Sell |
-40
| Closed | -$3K | – | 2627 |
|
|
2014
Q2 | $3K | Buy |
+40
| New | +$3K | 0.01% | 1313 |
|