Carolinas Wealth Consulting’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$2.25K | – | 589 |
|
|
2025
Q1 | $2.25K | Hold |
7
| – | – | ﹤0.01% | 778 |
|
|
2024
Q4 | $2.29K | Buy |
7
+2
| +40% | +$653 | ﹤0.01% | 798 |
|
|
2024
Q3 | $1.56K | Hold |
5
| – | – | ﹤0.01% | 854 |
|
|
2024
Q2 | $1.45K | Buy |
5
+1
| +25% | +$289 | ﹤0.01% | 853 |
|
|
2024
Q1 | $1.29K | Buy |
+4
| New | +$1.29K | ﹤0.01% | 851 |
|