Boston Financial Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$22.2M Buy
65,924
+4,299
+7% +$1.45M 0.67% 46
2024
Q3
$19.7M Buy
+61,625
New +$19.7M 0.59% 52