Atlantic Private Wealth’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02K | Hold |
16
| – | – | ﹤0.01% | 187 |
|
|
2025
Q1 | $4.8K | Hold |
16
| – | – | ﹤0.01% | 187 |
|
|
2024
Q4 | $5.39K | Hold |
16
| – | – | ﹤0.01% | 178 |
|
|
2024
Q3 | $5.11K | Hold |
16
| – | – | ﹤0.01% | 160 |
|
|
2024
Q2 | $4.73K | Hold |
16
| – | – | ﹤0.01% | 89 |
|
|
2024
Q1 | $4.93K | Hold |
16
| – | – | ﹤0.01% | 95 |
|
|
2023
Q4 | $4.58K | Hold |
16
| – | – | ﹤0.01% | 91 |
|
|
2023
Q3 | $3.75K | Hold |
16
| – | – | ﹤0.01% | 95 |
|
|
2023
Q2 | $3.14K | Hold |
16
| – | – | ﹤0.01% | 89 |
|
|
2023
Q1 | $3.25K | Buy |
+16
| New | +$3.25K | ﹤0.01% | 82 |
|