Simplex Trading’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3456 |
|
|
2025
Q1 | – | Sell |
-11
| Closed | -$3K | – | 3391 |
|
|
2024
Q4 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 2121 |
|
|
2024
Q3 | – | Sell |
-3
| Closed | – | – | 3323 |
|
|
2024
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3422 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3388 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3460 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3379 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3427 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3426 |
|
|
2022
Q4 | – | Sell |
-395
| Closed | -$83K | – | 3547 |
|
|
2022
Q3 | $83K | Buy |
+395
| New | +$83K | ﹤0.01% | 1218 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3619 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$13K | – | 3752 |
|
|
2021
Q4 | $13K | Sell |
40
-198
| -83% | -$64.4K | ﹤0.01% | 2351 |
|
|
2021
Q3 | $60K | Hold |
238
| – | – | ﹤0.01% | 1905 |
|
|
2021
Q2 | $61K | Sell |
238
-227
| -49% | -$58.2K | ﹤0.01% | 1934 |
|
|
2021
Q1 | $104K | Buy |
+465
| New | +$104K | ﹤0.01% | 1412 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2990 |
|
|
2020
Q3 | – | Sell |
-462
| Closed | -$65K | – | 2788 |
|
|
2020
Q2 | $65K | Buy |
462
+44
| +11% | +$6.19K | ﹤0.01% | 1150 |
|
|
2020
Q1 | $48K | Buy |
+418
| New | +$48K | ﹤0.01% | 1211 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2590 |
|
|
2019
Q2 | – | Sell |
-144
| Closed | -$18K | – | 2474 |
|
|
2019
Q1 | $18K | Buy |
+144
| New | +$18K | ﹤0.01% | 1325 |
|
|
2018
Q4 | – | Sell |
-153
| Closed | -$19K | – | 2555 |
|
|
2018
Q3 | $19K | Buy |
153
+124
| +428% | +$15.4K | ﹤0.01% | 1534 |
|
|
2018
Q2 | $3K | Sell |
29
-865
| -97% | -$89.5K | ﹤0.01% | 1864 |
|
|
2018
Q1 | $85K | Buy |
+894
| New | +$85K | ﹤0.01% | 947 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2465 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2395 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2430 |
|
|
2017
Q1 | – | Sell |
-577
| Closed | -$42K | – | 2410 |
|
|
2016
Q4 | $42K | Buy |
+577
| New | +$42K | ﹤0.01% | 1012 |
|
|
2016
Q3 | – | Sell |
-71
| Closed | -$5K | – | 2278 |
|
|
2016
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 1420 |
|
|
2016
Q1 | $6K | Sell |
71
-29
| -29% | -$2.45K | ﹤0.01% | 1382 |
|
|
2015
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1390 |
|
|
2015
Q2 | – | Sell |
-9
| Closed | – | – | 2276 |
|
|
2015
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2165 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1765 |
|