Halsey Associates’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,450
| Closed | -$248K | – | 108 |
|
|
2014
Q2 | $248K | Hold |
3,450
| – | – | 0.05% | 103 |
|
|
2014
Q1 | $273K | Hold |
3,450
| – | – | 0.06% | 95 |
|
|
2013
Q4 | $269K | Hold |
3,450
| – | – | 0.06% | 94 |
|
|
2013
Q3 | $273K | Hold |
3,450
| – | – | 0.07% | 89 |
|
|
2013
Q2 | $268K | Buy |
+3,450
| New | +$268K | 0.07% | 91 |
|