Patriot Financial Group Insurance Agency’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6
| Closed | -$2K | – | 2206 |
|
|
2021
Q2 | $2K | Sell |
6
-1
| -14% | -$333 | ﹤0.01% | 1888 |
|
|
2021
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 1793 |
|
|
2020
Q4 | $2K | Sell |
7
-1
| -13% | -$286 | ﹤0.01% | 1650 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1571 |
|
|
2020
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1543 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1461 |
|
|
2019
Q4 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 1223 |
|
|
2019
Q3 | $1K | Sell |
9
-9
| -50% | -$1K | ﹤0.01% | 1205 |
|
|
2019
Q2 | $3K | Sell |
18
-18
| -50% | -$3K | ﹤0.01% | 1050 |
|
|
2019
Q1 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 857 |
|