Cadent Capital Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $258K | Sell |
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|
2025
Q2 | $467K | Hold |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $445K | Hold |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $250K | Buy |
|