MORNINGSTAR INVESTMENT SERVICES LLC – Transaction History
MORNINGSTAR INVESTMENT SERVICES LLC portfolio value:
248,000
portfolio value
MORNINGSTAR INVESTMENT SERVICES LLC quarter portfolio value change:
-32.39%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.79% | -1.42K shares | -146K | 7.59K | |
| Q2 2022 | share | Increase | +26.77% | 1.90K shares | 84K | 9.01K | |
| Q1 2022 | share | Increase | +6.29% | 421 shares | 15K | 7.11K | |
| Q4 2021 | share | Decrease | -92.22% | -79.24K shares | -2.99M | 6.68K | |
| Q3 2021 | share | 0.00% | 0 shares | -139K | 85.93K | ||
| Q2 2021 | share | Decrease | -48.21% | -79.97K shares | -2.60M | 85.93K | |
| Q1 2021 | share | Increase | +25.03% | 33.21K shares | 1.15M | 165.91K | |
| Q4 2020 | share | Increase | 0.00% | 132.69K shares | 4.88M | 132.69K | |
| Q1 2016 | share | Decrease | -100.00% | -25.81K shares | -1.04M | 0 |