Beacon Pointe Advisors’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,128
| Closed | -$244K | – | 1184 |
|
|
2022
Q4 | $244K | Sell |
1,128
-13
| -1% | -$2.82K | ﹤0.01% | 939 |
|
|
2022
Q3 | $242K | Sell |
1,141
-45
| -4% | -$9.54K | 0.01% | 861 |
|
|
2022
Q2 | $284K | Sell |
1,186
-264
| -18% | -$63.2K | 0.01% | 845 |
|
|
2022
Q1 | $396K | Buy |
1,450
+280
| +24% | +$76.5K | 0.01% | 877 |
|
|
2021
Q4 | $400K | Sell |
1,170
-139
| -11% | -$47.5K | 0.01% | 631 |
|
|
2021
Q3 | $339K | Hold |
1,309
| – | – | 0.01% | 660 |
|
|
2021
Q2 | $337K | Buy |
+1,309
| New | +$337K | 0.01% | 624 |
|