Regal Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-49,119
| Closed | -$10.4M | – | 43 |
|
|
2022
Q3 | $10.4M | Sell |
49,119
-6,521
| -12% | -$1.38M | 2.19% | 12 |
|
|
2022
Q2 | $13.5M | Sell |
55,640
-6,843
| -11% | -$1.65M | 2.29% | 11 |
|
|
2022
Q1 | $17.1M | Sell |
62,483
-10,327
| -14% | -$2.82M | 2.21% | 10 |
|
|
2021
Q4 | $24.9M | Sell |
72,810
-5,087
| -7% | -$1.74M | 2.99% | 8 |
|
|
2021
Q3 | $20.2M | Sell |
77,897
-887
| -1% | -$230K | 2.22% | 11 |
|
|
2021
Q2 | $20.3M | Buy |
78,784
+64,920
| +468% | +$16.7M | 1.6% | 14 |
|
|
2021
Q1 | $3.12M | Hold |
13,864
| – | – | 0.28% | 16 |
|
|
2020
Q4 | $3.21M | Buy |
+13,864
| New | +$3.21M | 0.33% | 11 |
|