Arkadios Wealth Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-35
Closed -$8K 1985
2021
Q2
$8K Hold
35
﹤0.01% 1597
2021
Q1
$7K Hold
35
﹤0.01% 1288
2020
Q4
$8K Buy
+35
New +$8K ﹤0.01% 1020