Wealthspire Advisors (Maryland)’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 |
-223
| Closed | -$28K | – | 1426 |
|
|
2019
Q1 | $28K | Buy |
223
+38
| +21% | +$4.77K | ﹤0.01% | 1139 |
|
|
2018
Q4 | $20K | Hold |
185
| – | – | ﹤0.01% | 1205 |
|
|
2018
Q3 | $23K | Hold |
185
| – | – | ﹤0.01% | 1254 |
|
|
2018
Q2 | $24K | Hold |
185
| – | – | ﹤0.01% | 1240 |
|
|
2018
Q1 | $18K | Sell |
185
-46
| -20% | -$4.48K | ﹤0.01% | 1330 |
|
|
2017
Q4 | $22K | Sell |
231
-7
| -3% | -$667 | ﹤0.01% | 1299 |
|
|
2017
Q3 | $20K | Buy |
238
+31
| +15% | +$2.61K | ﹤0.01% | 1301 |
|
|
2017
Q2 | $16K | Buy |
207
+82
| +66% | +$6.34K | ﹤0.01% | 1342 |
|
|
2017
Q1 | $10K | Hold |
125
| – | – | ﹤0.01% | 1344 |
|
|
2016
Q4 | $9K | Sell |
125
-75
| -38% | -$5.4K | ﹤0.01% | 1257 |
|
|
2016
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 1122 |
|
|
2016
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 1071 |
|
|
2016
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 1001 |
|
|
2015
Q4 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 1046 |
|