Centerpoint Advisors’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18K	Buy	109 +30	+38%	+$5.57K	0.01%	259
2025 Q4	$17K	Buy	79 +18	+30%	+$3.9K	0.01%	279
2025 Q3	$14K	Sell	61 -1	-2%	-$267	﹤0.01%	307
2025 Q2	$19K	Hold	62	–	–	0.01%	253
2025 Q1	$19K	Hold	62	–	–	0.01%	250
2024 Q4	$21K	Hold	62	–	–	0.01%	261
2024 Q3	$20K	Hold	62	–	–	0.01%	273
2024 Q2	$18K	Hold	62	–	–	0.01%	280
2024 Q1	$19K	Hold	62	–	–	0.01%	256
2023 Q4	$18K	Hold	62	–	–	0.01%	267
2023 Q3	$15K	Sell	62 -1	-2%	-$226	0.01%	290
2023 Q2	$12K	Hold	63	–	–	﹤0.01%	327
2023 Q1	$13K	Hold	63	–	–	0.01%	336
2022 Q4	$14K	Buy	+63	New	+$14.4K	0.01%	265