Next Financial Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $43K | Buy |
125
+74
| +145% | +$25.5K | ﹤0.01% | 1534 |
|
|
2021
Q3 | $13K | Buy |
51
+41
| +410% | +$10.5K | ﹤0.01% | 1959 |
|
|
2021
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 2330 |
|
|
2021
Q1 | $2K | Buy |
10
+2
| +25% | +$400 | ﹤0.01% | 2320 |
|
|
2020
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 2198 |
|
|
2020
Q1 | – | Sell |
-38
| Closed | -$6K | – | 2301 |
|
|
2019
Q4 | $6K | Sell |
38
-933
| -96% | -$147K | ﹤0.01% | 1921 |
|
|
2019
Q3 | $142K | Buy |
971
+944
| +3,496% | +$138K | 0.02% | 795 |
|
|
2019
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 1956 |
|
|
2019
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 1389 |
|
|
2018
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 1683 |
|
|
2018
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 1257 |
|
|
2017
Q4 | – | Sell |
-27
| Closed | -$2K | – | 959 |
|
|
2017
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1605 |
|
|
2017
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 1740 |
|
|
2017
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 1711 |
|
|
2016
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 2173 |
|
|
2016
Q3 | $2K | Sell |
27
-25
| -48% | -$1.85K | ﹤0.01% | 2164 |
|
|
2016
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 1468 |
|
|
2016
Q1 | $4K | Buy |
52
+25
| +93% | +$1.92K | ﹤0.01% | 1427 |
|
|
2015
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1599 |
|
|
2015
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1629 |
|
|
2015
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 1678 |
|
|
2015
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 1693 |
|
|
2014
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1729 |
|
|
2014
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 2318 |
|