Palo Capital’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3.15M | Buy |
28,714
+85
| +0.3% | +$9.34K | 1.34% | 24 |
|
|
2018
Q3 | $3.6M | Sell |
28,629
-3,513
| -11% | -$442K | 1.3% | 25 |
|
|
2018
Q2 | $4.12M | Sell |
32,142
-2,786
| -8% | -$357K | 1.5% | 15 |
|
|
2018
Q1 | $3.34M | Buy |
34,928
+990
| +3% | +$94.6K | 1.21% | 26 |
|
|
2017
Q4 | $3.29M | Buy |
33,938
+3,677
| +12% | +$357K | 1.47% | 24 |
|
|
2017
Q3 | $2.57M | Buy |
30,261
+920
| +3% | +$78.2K | 1.36% | 25 |
|
|
2017
Q2 | $2.3M | Buy |
29,341
+676
| +2% | +$53K | 1.3% | 27 |
|
|
2017
Q1 | $2.25M | Sell |
28,665
-995
| -3% | -$78.2K | 1.33% | 23 |
|
|
2016
Q4 | $2.18M | Buy |
+29,660
| New | +$2.18M | 1.37% | 22 |
|