Squar Milner Financial Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-997
| Closed | -$115K | – | 523 |
|
|
2020
Q1 | $115K | Buy |
997
+137
| +16% | +$15.8K | 0.07% | 237 |
|
|
2019
Q4 | $130K | Sell |
860
-459
| -35% | -$69.4K | 0.06% | 274 |
|
|
2019
Q3 | $212K | Buy |
1,319
+1,297
| +5,895% | +$208K | 0.11% | 204 |
|
|
2019
Q2 | $3K | Sell |
22
-40
| -65% | -$5.46K | ﹤0.01% | 672 |
|
|
2019
Q1 | $7K | Buy |
+62
| New | +$7K | 0.01% | 596 |
|
|
2018
Q4 | – | Sell |
-67
| Closed | -$8K | – | 755 |
|
|
2018
Q3 | $8K | Hold |
67
| – | – | 0.01% | 541 |
|
|
2018
Q2 | $9K | Buy |
+67
| New | +$9K | 0.01% | 616 |
|