Arax Advisory Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Buy |
|
|||||
|
2025
Q1 | $17.1K | Buy |
|
|||||
|
2024
Q4 | $5.72K | Sell |
|
|||||
|
2024
Q3 | $7.66K | Buy |
|
|||||
|
2024
Q2 | $2.37K | Buy |
|
|||||
|
2024
Q1 | $926 | Hold |
|
|||||
|
2023
Q4 | $859 | Buy |
|
|||||
|
2023
Q3 | $235 | Sell |
|
|||||
|
2023
Q2 | $785 | Buy |
|
|||||
|
2023
Q1 | $407 | Hold |
|
|||||
|
2022
Q4 | $433 | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $3K | Buy |
|