TCW Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-37,404
| Closed | -$8.1M | – | 313 |
|
|
2022
Q4 | $8.1M | Sell |
37,404
-22,057
| -37% | -$4.78M | 0.12% | 135 |
|
|
2022
Q3 | $12.6M | Buy |
59,461
+4,623
| +8% | +$981K | 0.18% | 106 |
|
|
2022
Q2 | $13.3M | Sell |
54,838
-5,780
| -10% | -$1.4M | 0.17% | 115 |
|
|
2022
Q1 | $16.6M | Hold |
60,618
| – | – | 0.16% | 106 |
|
|
2021
Q4 | $20.7M | Sell |
60,618
-1,831
| -3% | -$626K | 0.17% | 107 |
|
|
2021
Q3 | $16.2K | Sell |
62,449
-2,449
| -4% | -$634 | 0.04% | 117 |
|
|
2021
Q2 | $16.7M | Buy |
64,898
+17,139
| +36% | +$4.41M | 0.14% | 118 |
|
|
2021
Q1 | $10.7M | Hold |
47,759
| – | – | 0.1% | 137 |
|
|
2020
Q4 | $11.1M | Buy |
+47,759
| New | +$11.1M | 0.1% | 130 |
|