Piermont Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,310
| Closed | -$681K | – | 177 |
|
|
2018
Q2 | $681K | Hold |
5,310
| – | – | 0.21% | 130 |
|
|
2018
Q1 | $507K | Hold |
5,310
| – | – | 0.17% | 159 |
|
|
2017
Q4 | $515K | Hold |
5,310
| – | – | 0.17% | 156 |
|
|
2017
Q3 | $451K | Sell |
5,310
-3,870
| -42% | -$329K | 0.15% | 175 |
|
|
2017
Q2 | $719K | Hold |
9,180
| – | – | 0.21% | 195 |
|
|
2017
Q1 | $722K | Hold |
9,180
| – | – | 0.17% | 199 |
|
|
2016
Q4 | $675K | Buy |
+9,180
| New | +$675K | 0.15% | 198 |
|
|
2016
Q2 | – | Sell |
-3,250
| Closed | -$287K | – | 268 |
|
|
2016
Q1 | $287K | Hold |
3,250
| – | – | 0.09% | 205 |
|
|
2015
Q4 | $261K | Buy |
+3,250
| New | +$261K | 0.08% | 210 |
|