Financial Gravity Asset Management, Inc. Morningstar, Inc. Transaction History

Financial Gravity Asset Management, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	BUY	$172.03 - $209.11 $33,717 - $40,985	196 New	196 $541,000
Q4 2022 Feb 15, 2023	BUY	$209.09 - $249.98 $45,372 - $54,245	217 New	217 $618,000
Q2 2021 Aug 11, 2021	SELL	$231.0 - $265.21 $0 - $0	0 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$216.45 - $252.61 $216 - $252	-1 Closed	0 $30,000
Q4 2020 Feb 16, 2021	BUY	$163.19 - $231.57 $163 - $231	1 New	1 $0
Q2 2020 Aug 13, 2020	SELL	$110.6 - $155.96 $3,096 - $4,366	-28 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$107.02 - $165.72 $642 - $994	6 Added 27.27%	28 $3,000
Q2 2019 Jul 26, 2019	SELL	$127.44 - $148.32 $637 - $741	-5 Reduced 18.52%	22 $3,000
Q1 2019 Apr 19, 2019	SELL	$107.77 - $127.22 $2,802 - $3,307	-26 Reduced 49.06%	27 $3,000
Q3 2018 Oct 31, 2018	BUY	$125.9 - $142.32 $1,007 - $1,138	8 Added 17.78%	53 $6,000
Q2 2018 Aug 14, 2018	SELL	$94.75 - $134.08 $1,137 - $1,608	-12 Reduced 21.05%	45 $6,000
Q1 2018 May 23, 2018	BUY	$90.49 - $101.12 $5,157 - $5,763	57 New	57 $6,000

429

25.8M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $15.1B
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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