InceptionR’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,247
| Closed | -$693K | – | 762 |
|
|
2024
Q1 | $693K | Buy |
2,247
+1,144
| +104% | +$353K | 0.18% | 224 |
|
|
2023
Q4 | $316K | Buy |
+1,103
| New | +$316K | 0.23% | 206 |
|
|
2023
Q1 | – | Sell |
-1,561
| Closed | -$338K | – | 531 |
|
|
2022
Q4 | $338K | Buy |
+1,561
| New | +$338K | 0.18% | 250 |
|