TwinBeech Capital’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,381
| Closed | -$714K | – | 873 |
|
|
2025
Q1 | $714K | Buy |
+2,381
| New | +$714K | 0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-22,289
| Closed | -$4.37M | – | 807 |
|
|
2023
Q2 | $4.37M | Buy |
+22,289
| New | +$4.37M | 0.09% | 261 |
|
|
2023
Q1 | – | Sell |
-9,374
| Closed | -$2.03M | – | 789 |
|
|
2022
Q4 | $2.03M | Buy |
+9,374
| New | +$2.03M | 0.04% | 438 |
|
|
2021
Q2 | – | Sell |
-2,750
| Closed | -$619K | – | 579 |
|
|
2021
Q1 | $619K | Buy |
+2,750
| New | +$619K | 0.09% | 266 |
|