IQ EQ Fund Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Buy |
3,106
+257
| +9% | +$80.7K | 0.09% | 209 |
|
|
2025
Q1 | $854K | Hold |
2,849
| – | – | 0.1% | 194 |
|
|
2024
Q4 | $959K | Sell |
2,849
-98
| -3% | -$33K | 0.11% | 178 |
|
|
2024
Q3 | $940K | Hold |
2,947
| – | – | 0.1% | 222 |
|
|
2024
Q2 | $872K | Sell |
2,947
-730
| -20% | -$216K | 0.1% | 220 |
|
|
2024
Q1 | $1.13M | Buy |
3,677
+683
| +23% | +$211K | 0.13% | 184 |
|
|
2023
Q4 | $857K | Sell |
2,994
-536
| -15% | -$153K | 0.1% | 218 |
|
|
2023
Q3 | $827K | Sell |
3,530
-2,155
| -38% | -$505K | 0.17% | 150 |
|
|
2023
Q2 | $1.11M | Sell |
5,685
-337
| -6% | -$66.1K | 0.21% | 120 |
|
|
2023
Q1 | $1.22M | Hold |
6,022
| – | – | 0.23% | 116 |
|
|
2022
Q4 | $1.3M | Hold |
6,022
| – | – | 0.27% | 111 |
|
|
2022
Q3 | $1.28M | Sell |
6,022
-241
| -4% | -$51.2K | 0.29% | 113 |
|
|
2022
Q2 | $1.52M | Hold |
6,263
| – | – | 0.3% | 112 |
|
|
2022
Q1 | $1.71M | Buy |
6,263
+1,336
| +27% | +$365K | 0.28% | 120 |
|
|
2021
Q4 | $1.69M | Buy |
4,927
+878
| +22% | +$300K | 0.26% | 120 |
|
|
2021
Q3 | $1.05M | Buy |
+4,049
| New | +$1.05M | 0.16% | 149 |
|