Clearstead Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.6K Buy
107
+22
+26% +$6.91K ﹤0.01% 1416
2025
Q1
$25.5K Buy
85
+13
+18% +$3.9K ﹤0.01% 1351
2024
Q4
$24.2K Hold
72
﹤0.01% 1325
2024
Q3
$23K Hold
72
﹤0.01% 1383
2024
Q2
$21.3K Buy
+72
New +$21.3K ﹤0.01% 1362
2023
Q4
Sell
-10
Closed -$2.34K 1606
2023
Q3
$2.34K Buy
+10
New +$2.34K ﹤0.01% 1382