MORNINGSTAR INVESTMENT SERVICES LLC – Transaction History
MORNINGSTAR INVESTMENT SERVICES LLC portfolio value:
2.40M
portfolio value
MORNINGSTAR INVESTMENT SERVICES LLC quarter portfolio value change:
-7.35%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.33% | 1.79K shares | 30K | 78.64K | |
| Q2 2022 | share | Increase | +21.03% | 13.35K shares | 45K | 76.85K | |
| Q1 2022 | share | Increase | 0.00% | 63.50K shares | 2.33M | 63.50K |