Zacks Investment Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-863
| Closed | -$209K | – | 622 |
|
|
2022
Q2 | $209K | Hold |
863
| – | – | ﹤0.01% | 541 |
|
|
2022
Q1 | $236K | Sell |
863
-43
| -5% | -$11.8K | ﹤0.01% | 554 |
|
|
2021
Q4 | $310K | Buy |
906
+40
| +5% | +$13.7K | ﹤0.01% | 533 |
|
|
2021
Q3 | $224K | Hold |
866
| – | – | ﹤0.01% | 566 |
|
|
2021
Q2 | $223K | Buy |
+866
| New | +$223K | ﹤0.01% | 555 |
|