Roberts, Glore & Co’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-610
| Closed | -$205K | – | 208 |
|
|
2024
Q4 | $205K | Buy |
+610
| New | +$205K | 0.06% | 200 |
|
|
2022
Q1 | – | Sell |
-730
| Closed | -$250K | – | 209 |
|
|
2021
Q4 | $250K | Sell |
730
-60
| -8% | -$20.5K | 0.07% | 176 |
|
|
2021
Q3 | $205K | Hold |
790
| – | – | 0.06% | 188 |
|
|
2021
Q2 | $203K | Buy |
+790
| New | +$203K | 0.06% | 191 |
|