National Penn Investors Trust’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-2,603
Closed -$203K 205
2013
Q4
$203K Sell
2,603
-75
-3% -$5.85K 0.02% 222
2013
Q3
$212K Sell
2,678
-175
-6% -$13.9K 0.03% 209
2013
Q2
$221K Buy
+2,853
New +$221K 0.03% 195