QS Investors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1784 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1780 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1789 |
|
|
2018
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1811 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1828 |
|
|
2017
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1838 |
|
|
2017
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1809 |
|
|
2017
Q2 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 1816 |
|
|
2017
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1828 |
|
|
2016
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1666 |
|
|
2016
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1654 |
|
|
2016
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1697 |
|
|
2016
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1692 |
|
|
2015
Q4 | $1K | Sell |
4
-5,296
| -100% | -$1.32M | ﹤0.01% | 1720 |
|
|
2015
Q3 | $425K | Buy |
+5,300
| New | +$425K | ﹤0.01% | 921 |
|