Placemark Investments’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$833K Sell
2014
Q3
$908K Buy
2014
Q2
$882K Buy
2014
Q1
$938K Sell
2013
Q4
$1.17M Sell
2013
Q3
$1.2M Buy
2013
Q2
$1.15M Buy