BWM
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BNC Wealth Management’s Morningstar MORN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-950
Closed -$214K 94
2021
Q1
$214K Hold
950
0.15% 76
2020
Q4
$220K Hold
950
0.14% 89
2020
Q3
$153K Buy
+950
New +$153K 0.11% 93