MSI Financial Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $21K | Hold |
287
| – | – | ﹤0.01% | 2366 |
|
|
2016
Q3 | $23K | Buy |
287
+1
| +0.3% | +$80 | ﹤0.01% | 2283 |
|
|
2016
Q2 | $23K | Buy |
286
+125
| +78% | +$10.1K | ﹤0.01% | 2256 |
|
|
2016
Q1 | $14K | Buy |
161
+102
| +173% | +$8.87K | ﹤0.01% | 2541 |
|
|
2015
Q4 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 3087 |
|
|
2013
Q3 | – | Sell |
-5
| Closed | – | – | 2370 |
|
|
2013
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2399 |
|