Kore Private Wealth’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-71
| Closed | -$10K | – | 775 |
|
|
2020
Q2 | $10K | Buy |
+71
| New | +$10K | ﹤0.01% | 786 |
|
|
2020
Q1 | – | Sell |
-579
| Closed | -$88K | – | 1157 |
|
|
2019
Q4 | $88K | Buy |
+579
| New | +$88K | 0.02% | 389 |
|
|
2019
Q1 | – | Sell |
-43
| Closed | -$5K | – | 960 |
|
|
2018
Q4 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 680 |
|