Morningstar Investment Services’s Ferrari RACE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,548
| Closed | -$413K | – | 192 |
|
|
2017
Q1 | $413K | Buy |
+5,548
| New | +$413K | 0.01% | 149 |
|
|
2016
Q4 | – | Sell |
-13,547
| Closed | -$703K | – | 204 |
|
|
2016
Q3 | $703K | Buy |
13,547
+1,060
| +8% | +$55K | 0.02% | 173 |
|
|
2016
Q2 | $518K | Buy |
12,487
+2,244
| +22% | +$93.1K | 0.02% | 178 |
|
|
2016
Q1 | $427K | Buy |
+10,243
| New | +$427K | 0.01% | 181 |
|