Placemark Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $833K | Sell |
12,857
-570
| -4% | -$36.9K | 0.01% | 970 |
|
|
2014
Q3 | $908K | Buy |
13,427
+1,166
| +10% | +$78.9K | 0.02% | 917 |
|
|
2014
Q2 | $882K | Buy |
12,261
+404
| +3% | +$29.1K | 0.02% | 925 |
|
|
2014
Q1 | $938K | Sell |
11,857
-3,051
| -20% | -$241K | 0.02% | 849 |
|
|
2013
Q4 | $1.17M | Sell |
14,908
-237
| -2% | -$18.5K | 0.02% | 792 |
|
|
2013
Q3 | $1.2M | Buy |
15,145
+386
| +3% | +$30.6K | 0.02% | 712 |
|
|
2013
Q2 | $1.15M | Buy |
+14,759
| New | +$1.15M | 0.02% | 691 |
|