Natixis Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-11,489
| Closed | -$861K | – | 1018 |
|
|
2015
Q1 | $861K | Sell |
11,489
-520
| -4% | -$39K | 0.02% | 812 |
|
|
2014
Q4 | $777K | Buy |
12,009
+577
| +5% | +$37.3K | 0.01% | 840 |
|
|
2014
Q3 | $776K | Sell |
11,432
-115
| -1% | -$7.81K | 0.02% | 841 |
|
|
2014
Q2 | $829K | Buy |
11,547
+997
| +9% | +$71.6K | 0.01% | 862 |
|
|
2014
Q1 | $834K | Buy |
10,550
+598
| +6% | +$47.3K | 0.01% | 820 |
|
|
2013
Q4 | $777K | Sell |
9,952
-773
| -7% | -$60.4K | 0.01% | 795 |
|
|
2013
Q3 | $850K | Buy |
10,725
+83
| +0.8% | +$6.58K | 0.02% | 718 |
|
|
2013
Q2 | $826K | Buy |
+10,642
| New | +$826K | 0.02% | 709 |
|