Stanley-Laman Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-913
| Closed | -$221K | – | 269 |
|
|
2022
Q2 | $221K | Sell |
913
-57
| -6% | -$13.8K | 0.04% | 251 |
|
|
2022
Q1 | $265K | Sell |
970
-1,857
| -66% | -$507K | 0.04% | 254 |
|
|
2021
Q4 | $967K | Sell |
2,827
-32,086
| -92% | -$11M | 0.11% | 198 |
|
|
2021
Q3 | $9.04M | Buy |
34,913
+1,319
| +4% | +$342K | 1.18% | 25 |
|
|
2021
Q2 | $8.64M | Buy |
33,594
+833
| +3% | +$214K | 1.23% | 21 |
|
|
2021
Q1 | $7.37M | Buy |
32,761
+30,104
| +1,133% | +$6.78M | 1.22% | 21 |
|
|
2020
Q4 | $615K | Buy |
2,657
+477
| +22% | +$110K | 0.11% | 195 |
|
|
2020
Q3 | $350K | Buy |
2,180
+88
| +4% | +$14.1K | 0.08% | 198 |
|
|
2020
Q2 | $295K | Buy |
2,092
+65
| +3% | +$9.17K | 0.07% | 215 |
|
|
2020
Q1 | $236K | Buy |
+2,027
| New | +$236K | 0.07% | 226 |
|
|
2019
Q3 | – | Sell |
-1,872
| Closed | -$271K | – | 274 |
|
|
2019
Q2 | $271K | Buy |
+1,872
| New | +$271K | 0.07% | 236 |
|