IRF
MORN icon

IBM Retirement Fund’s Morningstar MORN Stock Holding History

IBM Retirement Fund’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4,408
Closed -$354K – 994
2015
Q4 		$354K Buy
+4,408
New +$357K 0.01% 1046
2015
Q3 		– Sell
-4,428
Closed -$352K – 972
2015
Q2 		$352K Sell
4,428
-303
-6% -$23.2K 0.01% 1013
2015
Q1 		$354K Sell
4,731
-13
-0.3% -$922 0.01% 996
2014
Q4 		$307K Buy
4,744
+447
+10% +$29.6K 0.01% 1013
2014
Q3 		$292K Sell
4,297
-558
-11% -$38.2K 0.01% 1005
2014
Q2 		$352K Sell
4,855
-314
-6% -$23K 0.01% 1007
2014
Q1 		$413K Sell
5,169
-2,934
-36% -$234K 0.01% 976
2013
Q4 		$632K Sell
8,103
-141
-2% -$11.2K 0.01% 972
2013
Q3 		$654K Sell
8,244
-1,338
-14% -$103K 0.01% 969
2013
Q2 		$743K Buy
+9,582
New +$664K 0.01% 974

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