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 |
|