IMA Advisory Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$46.8K | – | 193 |
|
|
2023
Q3 | $46.8K | Hold |
200
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $39.2K | Hold |
200
| – | – | 0.01% | 191 |
|
|
2023
Q1 | $40.6K | Hold |
200
| – | – | 0.01% | 181 |
|
|
2022
Q4 | $43.3K | Hold |
200
| – | – | 0.01% | 190 |
|
|
2022
Q3 | $42K | Hold |
200
| – | – | 0.01% | 188 |
|
|
2022
Q2 | $48K | Buy |
+200
| New | +$48K | 0.01% | 189 |
|