Arax Advisory Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Buy |
173
+116
| +204% | +$36.4K | ﹤0.01% | 1195 |
|
|
2025
Q1 | $17.1K | Buy |
57
+40
| +235% | +$12K | ﹤0.01% | 1368 |
|
|
2024
Q4 | $5.73K | Sell |
17
-7
| -29% | -$2.36K | ﹤0.01% | 1690 |
|
|
2024
Q3 | $7.66K | Buy |
24
+16
| +200% | +$5.11K | ﹤0.01% | 1525 |
|
|
2024
Q2 | $2.37K | Buy |
8
+5
| +167% | +$1.48K | ﹤0.01% | 1907 |
|
|
2024
Q1 | $926 | Hold |
3
| – | – | ﹤0.01% | 1164 |
|
|
2023
Q4 | $859 | Buy |
3
+2
| +200% | +$573 | ﹤0.01% | 1150 |
|
|
2023
Q3 | $235 | Sell |
1
-3
| -75% | -$705 | ﹤0.01% | 1278 |
|
|
2023
Q2 | $785 | Buy |
4
+2
| +100% | +$393 | ﹤0.01% | 1143 |
|
|
2023
Q1 | $407 | Hold |
2
| – | – | ﹤0.01% | 1215 |
|
|
2022
Q4 | $433 | Buy |
+2
| New | +$433 | ﹤0.01% | 1195 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$3K | – | 1208 |
|
|
2022
Q1 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 889 |
|