Saturna Capital’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-1,000
| Closed | -$80K | – | 257 |
|
2015
Q4 | $80K | Hold |
1,000
| – | – | ﹤0.01% | 226 |
|
2015
Q3 | $80K | Hold |
1,000
| – | – | ﹤0.01% | 244 |
|
2015
Q2 | $80K | Hold |
1,000
| – | – | ﹤0.01% | 258 |
|
2015
Q1 | $75K | Hold |
1,000
| – | – | ﹤0.01% | 260 |
|
2014
Q4 | $65K | Hold |
1,000
| – | – | ﹤0.01% | 268 |
|
2014
Q3 | $68K | Hold |
1,000
| – | – | ﹤0.01% | 309 |
|
2014
Q2 | $72K | Hold |
1,000
| – | – | ﹤0.01% | 310 |
|
2014
Q1 | $79K | Hold |
1,000
| – | – | ﹤0.01% | 267 |
|
2013
Q4 | $78K | Hold |
1,000
| – | – | ﹤0.01% | 268 |
|
2013
Q3 | $79K | Hold |
1,000
| – | – | ﹤0.01% | 268 |
|
2013
Q2 | $78K | Buy |
+1,000
| New | +$78K | ﹤0.01% | 265 |
|