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Boit C.F. David’s Morningstar MORN Stock Holding History

Boit C.F. David’s Portfolio MORN Stock Details MORN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$118K – 130
2024
Q2 		$118K Hold
400
– – 0.06% 97
2024
Q1 		$115K Hold
400
– – 0.06% 92
2023
Q4 		$109K Buy
+400
New +$109K 0.06% 101