Y-Intercept (HK)’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
10,054
+8,306
| +475% | +$2.61M | 0.08% | 394 |
|
|
2025
Q1 | $524K | Buy |
+1,748
| New | +$524K | 0.04% | 681 |
|
|
2024
Q2 | – | Sell |
-1,836
| Closed | -$566K | – | 1719 |
|
|
2024
Q1 | $566K | Buy |
+1,836
| New | +$566K | 0.04% | 651 |
|
|
2022
Q4 | – | Sell |
-1,929
| Closed | -$410K | – | 1220 |
|
|
2022
Q3 | $410K | Buy |
+1,929
| New | +$410K | 0.04% | 611 |
|
|
2021
Q4 | – | Sell |
-967
| Closed | -$250K | – | 769 |
|
|
2021
Q3 | $250K | Buy |
+967
| New | +$250K | 0.05% | 524 |
|
|
2021
Q2 | – | Sell |
-1,015
| Closed | -$231K | – | 790 |
|
|
2021
Q1 | $231K | Buy |
+1,015
| New | +$231K | 0.06% | 508 |
|