UBS’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.39M | Buy |
64,716
+447
| +0.7% | +$30.4K | ﹤0.01% | 1629 |
|
|
2014
Q2 | $4.62M | Buy |
64,269
+9,855
| +18% | +$708K | ﹤0.01% | 1588 |
|
|
2014
Q1 | $4.3M | Buy |
54,414
+1,757
| +3% | +$139K | ﹤0.01% | 1550 |
|
|
2013
Q4 | $4.11M | Buy |
52,657
+1,417
| +3% | +$111K | ﹤0.01% | 1522 |
|
|
2013
Q3 | $4.06M | Buy |
51,240
+471
| +0.9% | +$37.3K | ﹤0.01% | 1420 |
|
|
2013
Q2 | $3.94M | Buy |
+50,769
| New | +$3.94M | ﹤0.01% | 1381 |
|