Beach Investment Counsel’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-400
Closed -$128K 183
2024
Q3
$128K Hold
400
0.02% 146
2024
Q2
$118K Buy
+400
New +$118K 0.01% 149