CMA
Cedar Mountain Advisors’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1K | Hold |
77
| – | – | 0.01% | 146 |
|
|
2025
Q1 | $22.9K | Buy |
77
+1
| +1% | +$298 | 0.01% | 144 |
|
|
2024
Q4 | $25.7K | Hold |
76
| – | – | 0.01% | 137 |
|
|
2024
Q3 | $24.4K | Hold |
76
| – | – | 0.01% | 139 |
|
|
2024
Q2 | $22.6K | Hold |
76
| – | – | 0.01% | 130 |
|
|
2024
Q1 | $23.5K | Hold |
76
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $21.8K | Hold |
76
| – | – | 0.01% | 124 |
|
|
2023
Q3 | $17.8K | Hold |
76
| – | – | 0.01% | 126 |
|
|
2023
Q2 | $14.9K | Hold |
76
| – | – | ﹤0.01% | 135 |
|
|
2023
Q1 | $15.4K | Hold |
76
| – | – | ﹤0.01% | 131 |
|
|
2022
Q4 | $16.4K | Buy |
76
+1
| +1% | +$215 | 0.01% | 119 |
|
|
2022
Q3 | $16K | Hold |
75
| – | – | 0.01% | 123 |
|
|
2022
Q2 | $18K | Hold |
75
| – | – | 0.01% | 118 |
|
|
2022
Q1 | $21K | Hold |
75
| – | – | 0.01% | 122 |
|
|
2021
Q4 | $26K | Hold |
75
| – | – | 0.01% | 111 |
|
|
2021
Q3 | $19K | Hold |
75
| – | – | 0.01% | 126 |
|
|
2021
Q2 | $19K | Hold |
75
| – | – | 0.01% | 119 |
|
|
2021
Q1 | $17K | Hold |
75
| – | – | 0.01% | 136 |
|
|
2020
Q4 | $17K | Hold |
75
| – | – | 0.01% | 132 |
|
|
2020
Q3 | $12K | Hold |
75
| – | – | ﹤0.01% | 144 |
|
|
2020
Q2 | $11K | Hold |
75
| – | – | ﹤0.01% | 142 |
|
|
2020
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 129 |
|
|
2019
Q4 | $11K | Buy |
+75
| New | +$11K | ﹤0.01% | 132 |
|