Waddell & Reed Financial’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-28,360
| Closed | -$6.57M | – | 500 |
|
|
2020
Q4 | $6.57M | Sell |
28,360
-36,411
| -56% | -$8.43M | 0.01% | 423 |
|
|
2020
Q3 | $10.4M | Sell |
64,771
-41,133
| -39% | -$6.61M | 0.03% | 374 |
|
|
2020
Q2 | $14.9M | Sell |
105,904
-21,767
| -17% | -$3.07M | 0.04% | 352 |
|
|
2020
Q1 | $14.8M | Buy |
127,671
+13,229
| +12% | +$1.54M | 0.05% | 319 |
|
|
2019
Q4 | $17.3M | Buy |
+114,442
| New | +$17.3M | 0.04% | 356 |
|