Insight Wealth Strategies, LLC Morningstar, Inc. Transaction History

Insight Wealth Strategies, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 06, 2019	SELL	$127.44 - $148.32 $429,727 - $500,135	-3,372 Closed	0 $0
Q1 2019 Apr 24, 2019	BUY	$107.77 - $127.22 $9,160 - $10,813	85 Added 2.59%	3,372 $425,000
Q4 2018 Feb 12, 2019	BUY	$105.5 - $130.7 $346,778 - $429,610	3,287 New	3,287 $361,000

429

25.7M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $14.5B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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