WBI Investments’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$4.77M Buy
2016
Q1
Sell
2015
Q4
$2.96M Buy
2015
Q3
Sell
2015
Q2
$1.68M Buy
2015
Q1
$1.34M Buy
2014
Q4
$1.09M Buy
2014
Q3
$1.08M Buy