SAM
Symphony Asset Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,519
| Closed | -$230K | – | 112 |
|
|
2019
Q4 | $230K | Sell |
1,519
-71
| -4% | -$10.8K | 0.05% | 147 |
|
|
2019
Q3 | $232K | Sell |
1,590
-114
| -7% | -$16.6K | 0.05% | 154 |
|
|
2019
Q2 | $247K | Sell |
1,704
-27
| -2% | -$3.91K | 0.05% | 144 |
|
|
2019
Q1 | $218K | Buy |
+1,731
| New | +$218K | 0.06% | 153 |
|