Prelude Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-159
| Closed | -$23K | – | 1637 |
|
2019
Q3 | $23K | Buy |
+159
| New | +$23K | ﹤0.01% | 920 |
|
2019
Q2 | – | Sell |
-72
| Closed | -$9K | – | 1542 |
|
2019
Q1 | $9K | Sell |
72
-54
| -43% | -$6.75K | ﹤0.01% | 1092 |
|
2018
Q4 | $14K | Buy |
126
+54
| +75% | +$6K | ﹤0.01% | 971 |
|
2018
Q3 | $9K | Buy |
+72
| New | +$9K | ﹤0.01% | 1122 |
|
2014
Q1 | – | Sell |
-160
| Closed | -$12K | – | 1820 |
|
2013
Q4 | $12K | Buy |
160
+100
| +167% | +$7.5K | ﹤0.01% | 1342 |
|
2013
Q3 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 1348 |
|