Centerpoint Advisors’s Morningstar MORN Stock Holding History

Centerpoint Advisors’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19K	Hold
2025 Q1	$19K	Hold
2024 Q4	$21K	Hold
2024 Q3	$20K	Hold
2024 Q2	$18K	Hold
2024 Q1	$19K	Hold
2023 Q4	$18K	Hold
2023 Q3	$15K	Sell
2023 Q2	$12K	Hold
2023 Q1	$13K	Hold
2022 Q4	$14K	Buy