Versor Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,500
| Closed | -$1.04M | – | 905 |
|
2024
Q2 | $1.04M | Buy |
+3,500
| New | +$1.04M | 0.19% | 142 |
|
2024
Q1 | – | Sell |
-3,000
| Closed | -$859K | – | 819 |
|
2023
Q4 | $859K | Buy |
+3,000
| New | +$859K | 0.17% | 168 |
|
2022
Q4 | – | Sell |
-4,151
| Closed | -$881K | – | 878 |
|
2022
Q3 | $881K | Sell |
4,151
-24
| -0.6% | -$5.09K | 0.05% | 267 |
|
2022
Q2 | $1.01M | Sell |
4,175
-295
| -7% | -$71.4K | 0.04% | 247 |
|
2022
Q1 | $1.22M | Buy |
4,470
+2,770
| +163% | +$757K | 0.05% | 94 |
|
2021
Q4 | $581K | Buy |
+1,700
| New | +$581K | 0.02% | 218 |
|