Kistler-Tiffany Companies’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-267
| Closed | -$23K | – | 563 |
|
|
2017
Q3 | $23K | Hold |
267
| – | – | 0.01% | 353 |
|
|
2017
Q2 | $21K | Hold |
267
| – | – | 0.01% | 349 |
|
|
2017
Q1 | $21K | Hold |
267
| – | – | 0.01% | 337 |
|
|
2016
Q4 | $20K | Hold |
267
| – | – | 0.01% | 350 |
|
|
2016
Q3 | $21K | Hold |
267
| – | – | 0.01% | 360 |
|
|
2016
Q2 | $22K | Hold |
267
| – | – | 0.01% | 351 |
|
|
2016
Q1 | $24K | Hold |
267
| – | – | 0.01% | 335 |
|
|
2015
Q4 | $21K | Hold |
267
| – | – | 0.01% | 369 |
|
|
2015
Q3 | $21K | Hold |
267
| – | – | 0.01% | 356 |
|
|
2015
Q2 | $21K | Buy |
+267
| New | +$21K | 0.01% | 379 |
|
|
2015
Q1 | – | Sell |
-267
| Closed | -$17K | – | 603 |
|
|
2014
Q4 | $17K | Hold |
267
| – | – | 0.01% | 388 |
|
|
2014
Q3 | $18K | Hold |
267
| – | – | 0.01% | 380 |
|
|
2014
Q2 | $19K | Hold |
267
| – | – | 0.01% | 363 |
|
|
2014
Q1 | $21K | Hold |
267
| – | – | 0.02% | 347 |
|
|
2013
Q4 | $21K | Hold |
267
| – | – | 0.02% | 350 |
|
|
2013
Q3 | $21K | Hold |
267
| – | – | 0.02% | 349 |
|
|
2013
Q2 | $21K | Buy |
+267
| New | +$21K | 0.02% | 338 |
|