LMR Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,523
| Closed | -$368K | – | 1262 |
|
|
2022
Q2 | $368K | Sell |
1,523
-2,706
| -64% | -$654K | 0.01% | 971 |
|
|
2022
Q1 | $1.16M | Sell |
4,229
-86,164
| -95% | -$23.5M | 0.01% | 751 |
|
|
2021
Q4 | $30.9M | Buy |
90,393
+22,225
| +33% | +$7.6M | 0.32% | 45 |
|
|
2021
Q3 | $17.7M | Buy |
+68,168
| New | +$17.7M | 0.2% | 99 |
|