Baker Avenue Asset Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2
Closed -$468 1040
2023
Q3
$468 Hold
2
﹤0.01% 1467
2023
Q2
$392 Hold
2
﹤0.01% 1473
2023
Q1
$406 Hold
2
﹤0.01% 1507
2022
Q4
$433 Buy
+2
New +$433 ﹤0.01% 1388