Sowell Financial Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-928
| Closed | -$242K | – | 1884 |
|
|
2021
Q1 | $242K | Buy |
928
+828
| +828% | +$216K | 0.01% | 942 |
|
|
2020
Q4 | $23K | Hold |
100
| – | – | ﹤0.01% | 1677 |
|
|
2020
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 1656 |
|
|
2020
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 1578 |
|
|
2020
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 1560 |
|
|
2019
Q4 | $15K | Sell |
100
-48
| -32% | -$7.2K | ﹤0.01% | 1545 |
|
|
2019
Q3 | $22K | Buy |
+148
| New | +$22K | ﹤0.01% | 1246 |
|