WBI Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-37,837
| Closed | -$4.77M | – | 269 |
|
|
2019
Q1 | $4.77M | Buy |
+37,837
| New | +$4.77M | 0.37% | 63 |
|
|
2016
Q1 | – | Sell |
-36,783
| Closed | -$2.96M | – | 193 |
|
|
2015
Q4 | $2.96M | Buy |
+36,783
| New | +$2.96M | 0.08% | 140 |
|
|
2015
Q3 | – | Sell |
-21,097
| Closed | -$1.68M | – | 225 |
|
|
2015
Q2 | $1.68M | Buy |
21,097
+3,266
| +18% | +$260K | 0.04% | 176 |
|
|
2015
Q1 | $1.34M | Buy |
17,831
+962
| +6% | +$72.1K | 0.03% | 182 |
|
|
2014
Q4 | $1.09M | Buy |
16,869
+998
| +6% | +$64.6K | 0.03% | 156 |
|
|
2014
Q3 | $1.08M | Buy |
+15,871
| New | +$1.08M | 0.03% | 137 |
|