Schubert & Co’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$2.44K | – | 940 |
|
|
2023
Q1 | $2.44K | Sell |
12
-3
| -20% | -$609 | ﹤0.01% | 806 |
|
|
2022
Q4 | $3.25K | Hold |
15
| – | – | ﹤0.01% | 606 |
|
|
2022
Q3 | $3K | Buy |
15
+5
| +50% | +$1K | ﹤0.01% | 642 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 820 |
|
|
2022
Q1 | $3K | Buy |
10
+1
| +11% | +$300 | ﹤0.01% | 297 |
|
|
2021
Q4 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 239 |
|