Leuthold Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-22,586
| Closed | -$1.78M | – | 228 |
|
|
2017
Q1 | $1.78M | Sell |
22,586
-507
| -2% | -$39.8K | 0.19% | 143 |
|
|
2016
Q4 | $1.7M | Sell |
23,093
-3,505
| -13% | -$258K | 0.19% | 145 |
|
|
2016
Q3 | $2.11M | Buy |
+26,598
| New | +$2.11M | 0.22% | 142 |
|
|
2016
Q2 | – | Sell |
-30,939
| Closed | -$2.73M | – | 236 |
|
|
2016
Q1 | $2.73M | Buy |
+30,939
| New | +$2.73M | 0.3% | 113 |
|