RegentAtlantic Capital’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $602K | Hold |
2,833
| – | – | 0.02% | 406 |
|
|
2022
Q2 | $685K | Buy |
2,833
+177
| +7% | +$42.8K | 0.02% | 373 |
|
|
2022
Q1 | $726K | Buy |
2,656
+140
| +6% | +$38.3K | 0.02% | 376 |
|
|
2021
Q4 | $860K | Hold |
2,516
| – | – | 0.02% | 349 |
|
|
2021
Q3 | $652K | Buy |
2,516
+522
| +26% | +$135K | 0.02% | 381 |
|
|
2021
Q2 | $513K | Buy |
+1,994
| New | +$513K | 0.02% | 421 |
|