BWA
BDO Wealth Advisors’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29
| Closed | -$5.89K | – | 1039 |
|
|
2023
Q1 | $5.89K | Buy |
+29
| New | +$5.89K | ﹤0.01% | 778 |
|
|
2022
Q3 | – | Sell |
-18
| Closed | -$4K | – | 1095 |
|
|
2022
Q2 | $4K | Hold |
18
| – | – | ﹤0.01% | 819 |
|
|
2022
Q1 | $5K | Hold |
18
| – | – | ﹤0.01% | 823 |
|
|
2021
Q4 | $6K | Hold |
18
| – | – | ﹤0.01% | 803 |
|
|
2021
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 826 |
|
|
2021
Q2 | $5K | Hold |
18
| – | – | ﹤0.01% | 861 |
|
|
2021
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 886 |
|
|
2020
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 669 |
|
|
2020
Q3 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 638 |
|