Pegasus Partners’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-983
Closed -$336K 147
2021
Q4
$336K Sell
983
-692
-41% -$214K 0.06% 109
2021
Q3
$434K Sell
1,675
-601
-26% -$158K 0.08% 109
2021
Q2
$585K Sell
2,276
-942
-29% -$229K 0.11% 95
2021
Q1
$724K Sell
3,218
-482
-13% -$113K 0.16% 91
2020
Q4
$857K Buy
3,700
+272
+8% +$54K 0.22% 87
2020
Q3
$551K Sell
3,428
-186
-5% -$29.4K 0.17% 104
2020
Q2
$509K Sell
3,614
-323
-8% -$45.6K 0.17% 102
2020
Q1
$458K Buy
3,937
+1,431
+57% +$207K 0.18% 94
2019
Q4
$379K Buy
+2,506
New +$385K 0.12% 126

Other funds holding MORN