Hillsdale Investment Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$510K | – | 635 |
|
|
2020
Q4 | $510K | Buy |
2,200
+2,140
| +3,567% | +$496K | 0.05% | 349 |
|
|
2020
Q3 | $10K | Buy |
60
+30
| +100% | +$5K | ﹤0.01% | 491 |
|
|
2020
Q2 | $4K | Sell |
30
-15
| -33% | -$2K | ﹤0.01% | 513 |
|
|
2020
Q1 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 524 |
|
|
2016
Q2 | – | Sell |
-4,300
| Closed | -$380K | – | 541 |
|
|
2016
Q1 | $380K | Hold |
4,300
| – | – | 0.13% | 182 |
|
|
2015
Q4 | $346K | Hold |
4,300
| – | – | 0.13% | 213 |
|
|
2015
Q3 | $345K | Hold |
4,300
| – | – | 0.12% | 171 |
|
|
2015
Q2 | $342K | Buy |
+4,300
| New | +$342K | 0.1% | 190 |
|