IIM
INTECH Investment Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,773
| Closed | -$2.48M | – | 2402 |
|
|
2024
Q3 | $2.48M | Buy |
+7,773
| New | +$2.48M | 0.03% | 419 |
|
|
2023
Q2 | – | Sell |
-2,560
| Closed | -$520K | – | 737 |
|
|
2023
Q1 | $520K | Sell |
2,560
-1,475
| -37% | -$299K | ﹤0.01% | 609 |
|
|
2022
Q4 | $874K | Hold |
4,035
| – | – | 0.01% | 541 |
|
|
2022
Q3 | $857K | Buy |
+4,035
| New | +$857K | 0.01% | 530 |
|