Capital Advisors Ltd’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
72
+2
| +3% | +$639 | ﹤0.01% | 604 |
|
|
2025
Q1 | $21K | Hold |
70
| – | – | ﹤0.01% | 606 |
|
|
2024
Q4 | $24K | Hold |
70
| – | – | ﹤0.01% | 592 |
|
|
2024
Q3 | $22K | Hold |
70
| – | – | ﹤0.01% | 594 |
|
|
2024
Q2 | $21K | Hold |
70
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $22K | Hold |
70
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $20K | Hold |
70
| – | – | ﹤0.01% | 568 |
|
|
2023
Q3 | $16K | Hold |
70
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $14K | Hold |
70
| – | – | ﹤0.01% | 632 |
|
|
2023
Q1 | $14K | Hold |
70
| – | – | ﹤0.01% | 504 |
|
|
2022
Q4 | $15K | Sell |
70
-4
| -5% | -$857 | ﹤0.01% | 497 |
|
|
2022
Q3 | $16K | Buy |
74
+2
| +3% | +$432 | ﹤0.01% | 473 |
|
|
2022
Q2 | $17K | Buy |
72
+2
| +3% | +$472 | ﹤0.01% | 451 |
|
|
2022
Q1 | $19K | Hold |
70
| – | – | ﹤0.01% | 451 |
|
|
2021
Q4 | $24K | Buy |
+70
| New | +$24K | ﹤0.01% | 415 |
|