Stanford Investment Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-800
| Closed | -$59K | – | 179 |
|
|
2016
Q4 | $59K | Hold |
800
| – | – | 0.03% | 129 |
|
|
2016
Q3 | $63K | Hold |
800
| – | – | 0.03% | 125 |
|
|
2016
Q2 | $65K | Hold |
800
| – | – | 0.03% | 117 |
|
|
2016
Q1 | $71K | Hold |
800
| – | – | 0.04% | 109 |
|
|
2015
Q4 | $64K | Sell |
800
-100
| -11% | -$8K | 0.03% | 111 |
|
|
2015
Q3 | $72K | Hold |
900
| – | – | 0.05% | 96 |
|
|
2015
Q2 | $72K | Hold |
900
| – | – | 0.05% | 107 |
|
|
2015
Q1 | $67K | Hold |
900
| – | – | 0.05% | 113 |
|
|
2014
Q4 | $58K | Buy |
+900
| New | +$58K | 0.05% | 126 |
|