Proficio Capital Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-861
| Closed | -$208K | – | 275 |
|
|
2022
Q2 | $208K | Sell |
861
-1
| -0.1% | -$242 | 0.04% | 258 |
|
|
2022
Q1 | $235K | Buy |
+862
| New | +$235K | 0.04% | 249 |
|
|
2019
Q3 | – | Sell |
-101
| Closed | -$15K | – | 989 |
|
|
2019
Q2 | $15K | Hold |
101
| – | – | 0.01% | 803 |
|
|
2019
Q1 | $13K | Hold |
101
| – | – | ﹤0.01% | 803 |
|
|
2018
Q4 | $11K | Hold |
101
| – | – | ﹤0.01% | 716 |
|
|
2018
Q3 | $13K | Hold |
101
| – | – | ﹤0.01% | 729 |
|
|
2018
Q2 | $13K | Hold |
101
| – | – | 0.01% | 744 |
|
|
2018
Q1 | $10K | Hold |
101
| – | – | ﹤0.01% | 818 |
|
|
2017
Q4 | $10K | Hold |
101
| – | – | ﹤0.01% | 809 |
|
|
2017
Q3 | $9K | Hold |
101
| – | – | ﹤0.01% | 824 |
|
|
2017
Q2 | $8K | Sell |
101
-115
| -53% | -$9.11K | ﹤0.01% | 858 |
|
|
2017
Q1 | $16K | Buy |
+216
| New | +$16K | 0.01% | 681 |
|
|
2016
Q4 | – | Sell |
-46
| Closed | -$4K | – | 1160 |
|
|
2016
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 757 |
|
|
2016
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 737 |
|
|
2016
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 584 |
|