Los Angeles Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-736
| Closed | -$201K | – | 1404 |
|
|
2022
Q1 | $201K | Sell |
736
-1,342
| -65% | -$366K | ﹤0.01% | 1359 |
|
|
2021
Q4 | $711K | Sell |
2,078
-141
| -6% | -$48.2K | ﹤0.01% | 849 |
|
|
2021
Q3 | $575K | Sell |
2,219
-87
| -4% | -$22.5K | ﹤0.01% | 989 |
|
|
2021
Q2 | $593K | Buy |
2,306
+556
| +32% | +$143K | ﹤0.01% | 1098 |
|
|
2021
Q1 | $394K | Hold |
1,750
| – | – | ﹤0.01% | 1322 |
|
|
2020
Q4 | $405K | Hold |
1,750
| – | – | ﹤0.01% | 1284 |
|
|
2020
Q3 | $281K | Buy |
+1,750
| New | +$281K | ﹤0.01% | 1291 |
|