TDAM USA’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,328
| Closed | -$1.07M | – | 333 |
|
|
2018
Q2 | $1.07M | Sell |
8,328
-4,470
| -35% | -$573K | 0.07% | 198 |
|
|
2018
Q1 | $1.22M | Buy |
12,798
+775
| +6% | +$74K | 0.07% | 180 |
|
|
2017
Q4 | $1.17M | Sell |
12,023
-1,507
| -11% | -$146K | 0.07% | 188 |
|
|
2017
Q3 | $1.15M | Sell |
13,530
-134
| -1% | -$11.4K | 0.07% | 186 |
|
|
2017
Q2 | $1.07M | Sell |
13,664
-882
| -6% | -$69.1K | 0.06% | 199 |
|
|
2017
Q1 | $1.14M | Buy |
14,546
+260
| +2% | +$20.4K | 0.06% | 195 |
|
|
2016
Q4 | $1.05M | Buy |
14,286
+134
| +0.9% | +$9.86K | 0.06% | 207 |
|
|
2016
Q3 | $1.12M | Sell |
14,152
-250
| -2% | -$19.8K | 0.06% | 210 |
|
|
2016
Q2 | $1.18M | Sell |
14,402
-1,294
| -8% | -$106K | 0.06% | 206 |
|
|
2016
Q1 | $1.39M | Buy |
15,696
+4,394
| +39% | +$388K | 0.07% | 183 |
|
|
2015
Q4 | $909K | Sell |
11,302
-7,960
| -41% | -$640K | 0.04% | 241 |
|
|
2015
Q3 | $1.55M | Buy |
19,262
+150
| +0.8% | +$12K | 0.08% | 169 |
|
|
2015
Q2 | $1.52M | Sell |
19,112
-489
| -2% | -$38.9K | 0.07% | 183 |
|
|
2015
Q1 | $1.47M | Buy |
+19,601
| New | +$1.47M | 0.06% | 197 |
|