Veritable’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,883
| Closed | -$565K | – | 509 |
|
|
2023
Q2 | $565K | Sell |
2,883
-116
| -4% | -$22.7K | 0.01% | 505 |
|
|
2023
Q1 | $609K | Sell |
2,999
-677
| -18% | -$137K | 0.01% | 481 |
|
|
2022
Q4 | $796K | Sell |
3,676
-212
| -5% | -$45.9K | 0.01% | 422 |
|
|
2022
Q3 | $826K | Sell |
3,888
-239
| -6% | -$50.8K | 0.02% | 390 |
|
|
2022
Q2 | $998K | Buy |
4,127
+232
| +6% | +$56.1K | 0.02% | 381 |
|
|
2022
Q1 | $1.06M | Buy |
3,895
+151
| +4% | +$41.2K | 0.02% | 386 |
|
|
2021
Q4 | $1.28M | Sell |
3,744
-111
| -3% | -$37.9K | 0.02% | 346 |
|
|
2021
Q3 | $999K | Buy |
3,855
+289
| +8% | +$74.9K | 0.02% | 379 |
|
|
2021
Q2 | $917K | Buy |
3,566
+238
| +7% | +$61.2K | 0.01% | 396 |
|
|
2021
Q1 | $749K | Buy |
3,328
+931
| +39% | +$210K | 0.01% | 420 |
|
|
2020
Q4 | $555K | Buy |
+2,397
| New | +$555K | 0.01% | 464 |
|