Howe & Rusling’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-758
| Closed | -$60K | – | 898 |
|
|
2014
Q1 | $60K | Buy |
+758
| New | +$60K | 0.01% | 297 |
|
|
2013
Q4 | – | Sell |
-758
| Closed | -$60K | – | 864 |
|
|
2013
Q3 | $60K | Sell |
758
-23
| -3% | -$1.82K | 0.02% | 291 |
|
|
2013
Q2 | $61K | Buy |
+781
| New | +$61K | 0.02% | 300 |
|