Valeo Financial Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20
| Closed | -$5K | – | 1212 |
|
|
2021
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 1482 |
|
|
2020
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q3 | $3K | Sell |
20
-53
| -73% | -$7.95K | ﹤0.01% | 1308 |
|
|
2020
Q2 | $10K | Buy |
73
+36
| +97% | +$4.93K | ﹤0.01% | 1215 |
|
|
2020
Q1 | $5K | Buy |
37
+17
| +85% | +$2.3K | ﹤0.01% | 1257 |
|
|
2019
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 1386 |
|
|
2019
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 1314 |
|
|
2019
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 1284 |
|