Marshall Wace North America’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,624
| Closed | -$246K | – | 1463 |
|
|
2019
Q4 | $246K | Buy |
+1,624
| New | +$246K | ﹤0.01% | 928 |
|
|
2019
Q3 | – | Sell |
-8,244
| Closed | -$1.19M | – | 1451 |
|
|
2019
Q2 | $1.19M | Buy |
8,244
+4,510
| +121% | +$652K | 0.01% | 700 |
|
|
2019
Q1 | $470K | Buy |
3,734
+3,204
| +605% | +$403K | ﹤0.01% | 824 |
|
|
2018
Q4 | $58K | Buy |
+530
| New | +$58K | ﹤0.01% | 1212 |
|