SignatureFD’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
410
+52
| +15% | +$16.3K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $107K | Sell |
358
-31
| -8% | -$9.29K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $131K | Sell |
389
-7
| -2% | -$2.36K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $126K | Sell |
396
-8
| -2% | -$2.55K | ﹤0.01% | 1099 |
|
|
2024
Q2 | $119K | Sell |
404
-14
| -3% | -$4.14K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $129K | Hold |
418
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q4 | $120K | Buy |
418
+26
| +7% | +$7.44K | ﹤0.01% | 1008 |
|
|
2023
Q3 | $91.8K | Buy |
392
+20
| +5% | +$4.69K | ﹤0.01% | 1102 |
|
|
2023
Q2 | $72.9K | Sell |
372
-100
| -21% | -$19.6K | ﹤0.01% | 1229 |
|
|
2023
Q1 | $95.8K | Sell |
472
-94
| -17% | -$19.1K | ﹤0.01% | 1060 |
|
|
2022
Q4 | $123K | Buy |
566
+109
| +24% | +$23.6K | ﹤0.01% | 903 |
|
|
2022
Q3 | $97K | Buy |
457
+5
| +1% | +$1.06K | ﹤0.01% | 965 |
|
|
2022
Q2 | $109K | Sell |
452
-107
| -19% | -$25.8K | ﹤0.01% | 940 |
|
|
2022
Q1 | $153K | Buy |
559
+104
| +23% | +$28.5K | ﹤0.01% | 832 |
|
|
2021
Q4 | $156K | Buy |
455
+1
| +0.2% | +$343 | ﹤0.01% | 820 |
|
|
2021
Q3 | $118K | Sell |
454
-19
| -4% | -$4.94K | ﹤0.01% | 897 |
|
|
2021
Q2 | $122K | Sell |
473
-16
| -3% | -$4.13K | ﹤0.01% | 858 |
|
|
2021
Q1 | $110K | Buy |
489
+8
| +2% | +$1.8K | ﹤0.01% | 834 |
|
|
2020
Q4 | $111K | Sell |
481
-25
| -5% | -$5.77K | 0.01% | 738 |
|
|
2020
Q3 | $81K | Sell |
506
-113
| -18% | -$18.1K | ﹤0.01% | 783 |
|
|
2020
Q2 | $87K | Buy |
619
+243
| +65% | +$34.2K | 0.01% | 736 |
|
|
2020
Q1 | $44K | Buy |
376
+4
| +1% | +$468 | ﹤0.01% | 932 |
|
|
2019
Q4 | $56K | Sell |
372
-33
| -8% | -$4.97K | ﹤0.01% | 930 |
|
|
2019
Q3 | $59K | Buy |
405
+129
| +47% | +$18.8K | ﹤0.01% | 859 |
|
|
2019
Q2 | $40K | Hold |
276
| – | – | ﹤0.01% | 974 |
|
|
2019
Q1 | $35K | Buy |
276
+12
| +5% | +$1.52K | ﹤0.01% | 984 |
|
|
2018
Q4 | $29K | Hold |
264
| – | – | ﹤0.01% | 1018 |
|
|
2018
Q3 | $33K | Hold |
264
| – | – | ﹤0.01% | 1020 |
|
|
2018
Q2 | $34K | Buy |
264
+57
| +28% | +$7.34K | ﹤0.01% | 990 |
|
|
2018
Q1 | $20K | Buy |
+207
| New | +$20K | ﹤0.01% | 1043 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | -$2K | – | 1481 |
|
|
2016
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 1170 |
|
|
2015
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1195 |
|
|
2015
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1140 |
|
|
2015
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 969 |
|
|
2015
Q1 | $1K | Sell |
18
-31
| -63% | -$1.72K | ﹤0.01% | 882 |
|
|
2014
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 706 |
|
|
2014
Q3 | $3K | Sell |
49
-21
| -30% | -$1.29K | ﹤0.01% | 565 |
|
|
2014
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 599 |
|
|
2014
Q1 | $6K | Buy |
70
+61
| +678% | +$5.23K | ﹤0.01% | 496 |
|
|
2013
Q4 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 656 |
|
|
2013
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 601 |
|