Schwerin Boyle Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-23,000
| Closed | -$1.49M | – | 69 |
|
|
2014
Q4 | $1.49M | Hold |
23,000
| – | – | 0.2% | 56 |
|
|
2014
Q3 | $1.56M | Hold |
23,000
| – | – | 0.22% | 54 |
|
|
2014
Q2 | $1.65M | Hold |
23,000
| – | – | 0.24% | 56 |
|
|
2014
Q1 | $1.82M | Hold |
23,000
| – | – | 0.26% | 54 |
|
|
2013
Q4 | $1.8M | Hold |
23,000
| – | – | 0.25% | 56 |
|
|
2013
Q3 | $1.82M | Hold |
23,000
| – | – | 0.28% | 60 |
|
|
2013
Q2 | $1.78M | Buy |
+23,000
| New | +$1.78M | 0.29% | 56 |
|