Scout Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.2M | Sell |
38,863
-4,030
| -9% | -$1.37M | 0.35% | 111 |
|
|
2024
Q2 | $12.7M | Buy |
42,893
+344
| +0.8% | +$102K | 0.34% | 116 |
|
|
2024
Q1 | $13M | Buy |
42,549
+18,345
| +76% | +$5.62M | 0.32% | 116 |
|
|
2023
Q4 | $6.93M | Sell |
24,204
-11,644
| -32% | -$3.33M | 0.17% | 161 |
|
|
2023
Q3 | $8.23M | Sell |
35,848
-394
| -1% | -$90.4K | 0.19% | 144 |
|
|
2023
Q2 | $7.8M | Sell |
36,242
-47,135
| -57% | -$10.1M | 0.16% | 166 |
|
|
2023
Q1 | $16.9M | Buy |
83,377
+20,715
| +33% | +$4.21M | 0.34% | 102 |
|
|
2022
Q4 | $13.6M | Buy |
+62,662
| New | +$13.6M | 0.28% | 111 |
|