Kanaly Trust’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $6K | Hold |
88
| – | – | ﹤0.01% | 632 |
|
|
2016
Q3 | $7K | Sell |
88
-209
| -70% | -$16.6K | ﹤0.01% | 596 |
|
|
2016
Q2 | $24K | Hold |
297
| – | – | ﹤0.01% | 398 |
|
|
2016
Q1 | $26K | Sell |
297
-62
| -17% | -$5.43K | 0.01% | 392 |
|
|
2015
Q4 | $29K | Sell |
359
-121
| -25% | -$9.77K | 0.01% | 363 |
|
|
2015
Q3 | $39K | Hold |
480
| – | – | 0.01% | 319 |
|
|
2015
Q2 | $38K | Buy |
+480
| New | +$38K | 0.01% | 353 |
|