Optimum Investment Advisors’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
-425
Closed -$33K 766
2013
Q4
$33K Hold
425
0.01% 450
2013
Q3
$34K Buy
+425
New +$34K 0.01% 422