Ronald Blue & Co’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,608
| Closed | -$207K | – | 347 |
|
|
2015
Q2 | $207K | Sell |
2,608
-85
| -3% | -$6.75K | 0.01% | 328 |
|
|
2015
Q1 | $202K | Buy |
+2,693
| New | +$202K | 0.01% | 329 |
|
|
2014
Q2 | – | Sell |
-2,758
| Closed | -$218K | – | 349 |
|
|
2014
Q1 | $218K | Sell |
2,758
-9
| -0.3% | -$711 | 0.02% | 285 |
|
|
2013
Q4 | $216K | Sell |
2,767
-57
| -2% | -$4.45K | 0.02% | 270 |
|
|
2013
Q3 | $224K | Buy |
2,824
+42
| +2% | +$3.33K | 0.02% | 234 |
|
|
2013
Q2 | $216K | Buy |
+2,782
| New | +$216K | 0.02% | 128 |
|