AWM
Activest Wealth Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$1.6K | – | 970 |
|
|
2025
Q1 | $1.6K | Buy |
+5
| New | +$1.6K | ﹤0.01% | 695 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 682 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 519 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 493 |
|
|
2024
Q1 | – | Sell |
-681
| Closed | -$195K | – | 356 |
|
|
2023
Q4 | $195K | Buy |
681
+1
| +0.1% | +$286 | 0.11% | 47 |
|
|
2023
Q3 | $159K | Buy |
+680
| New | +$159K | 0.1% | 47 |
|