Navellier & Associates’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,983
| Closed | -$421K | – | 273 |
|
|
2022
Q3 | $421K | Sell |
1,983
-18
| -0.9% | -$3.82K | 0.09% | 182 |
|
|
2022
Q2 | $484K | Hold |
2,001
| – | – | 0.1% | 183 |
|
|
2022
Q1 | $547K | Sell |
2,001
-420
| -17% | -$115K | 0.09% | 180 |
|
|
2021
Q4 | $828K | Sell |
2,421
-14
| -0.6% | -$4.79K | 0.12% | 153 |
|
|
2021
Q3 | $631K | Sell |
2,435
-51
| -2% | -$13.2K | 0.1% | 170 |
|
|
2021
Q2 | $639K | Buy |
2,486
+1,092
| +78% | +$281K | 0.1% | 176 |
|
|
2021
Q1 | $314K | Hold |
1,394
| – | – | 0.06% | 227 |
|
|
2020
Q4 | $323K | Sell |
1,394
-142
| -9% | -$32.9K | 0.06% | 212 |
|
|
2020
Q3 | $247K | Buy |
1,536
+18
| +1% | +$2.9K | 0.05% | 206 |
|
|
2020
Q2 | $214K | Buy |
+1,518
| New | +$214K | 0.05% | 213 |
|
|
2020
Q1 | – | Sell |
-1,776
| Closed | -$269K | – | 274 |
|
|
2019
Q4 | $269K | Sell |
1,776
-195
| -10% | -$29.5K | 0.04% | 246 |
|
|
2019
Q3 | $288K | Sell |
1,971
-153
| -7% | -$22.4K | 0.05% | 226 |
|
|
2019
Q2 | $307K | Sell |
2,124
-68
| -3% | -$9.83K | 0.05% | 211 |
|
|
2019
Q1 | $276K | Sell |
2,192
-81
| -4% | -$10.2K | 0.04% | 198 |
|
|
2018
Q4 | $250K | Sell |
2,273
-141
| -6% | -$15.5K | 0.04% | 192 |
|
|
2018
Q3 | $304K | Sell |
2,414
-85
| -3% | -$10.7K | 0.04% | 235 |
|
|
2018
Q2 | $320K | Sell |
2,499
-38
| -1% | -$4.87K | 0.04% | 237 |
|
|
2018
Q1 | $242K | Sell |
2,537
-69
| -3% | -$6.58K | 0.04% | 253 |
|
|
2017
Q4 | $253K | Buy |
+2,606
| New | +$253K | 0.05% | 243 |
|