O'Dell Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-166
| Closed | -$47.5K | – | 333 |
|
|
2023
Q4 | $47.5K | Buy |
+166
| New | +$47.5K | 0.01% | 208 |
|
|
2023
Q3 | – | Sell |
-166
| Closed | -$32.5K | – | 320 |
|
|
2023
Q2 | $32.5K | Buy |
+166
| New | +$32.5K | 0.01% | 232 |
|
|
2022
Q4 | – | Sell |
-166
| Closed | -$35K | – | 279 |
|
|
2022
Q3 | $35K | Hold |
166
| – | – | 0.01% | 171 |
|
|
2022
Q2 | $40K | Hold |
166
| – | – | 0.01% | 170 |
|
|
2022
Q1 | $45K | Buy |
+166
| New | +$45K | 0.01% | 185 |
|