Wolverine Trading’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1950 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2011 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2093 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1903 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1856 |
|
|
2024
Q1 | – | Sell |
-912
| Closed | -$261K | – | 1823 |
|
|
2023
Q4 | $261K | Buy |
+912
| New | +$261K | ﹤0.01% | 940 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1775 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1724 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1851 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1915 |
|
|
2022
Q1 | – | Sell |
-2,765
| Closed | -$945K | – | 2198 |
|
|
2021
Q4 | $945K | Buy |
+2,765
| New | +$945K | ﹤0.01% | 607 |
|
|
2021
Q3 | – | Sell |
-1,047
| Closed | -$269K | – | 2398 |
|
|
2021
Q2 | $269K | Sell |
1,047
-296
| -22% | -$76.1K | ﹤0.01% | 1303 |
|
|
2021
Q1 | $305K | Buy |
+1,343
| New | +$305K | ﹤0.01% | 1248 |
|
|
2020
Q4 | – | Sell |
-2,065
| Closed | -$329K | – | 1902 |
|
|
2020
Q3 | $329K | Buy |
+2,065
| New | +$329K | ﹤0.01% | 810 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1896 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1902 |
|