Private Advisor Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,512
| Closed | -$1.17M | – | 2148 |
|
|
2021
Q3 | $1.17M | Sell |
4,512
-1,784
| -28% | -$462K | 0.01% | 1135 |
|
|
2021
Q2 | $1.62M | Hold |
6,296
| – | – | 0.01% | 841 |
|
|
2021
Q1 | $1.42M | Buy |
+6,296
| New | +$1.42M | 0.01% | 847 |
|
|
2020
Q3 | – | Sell |
-32
| Closed | -$5K | – | 2715 |
|
|
2020
Q2 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 3252 |
|