Concord Wealth Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10
| Closed | -$2.34K | – | 950 |
|
|
2023
Q3 | $2.34K | Hold |
10
| – | – | ﹤0.01% | 847 |
|
|
2023
Q2 | $1.96K | Hold |
10
| – | – | ﹤0.01% | 871 |
|
|
2023
Q1 | $2.03K | Hold |
10
| – | – | ﹤0.01% | 807 |
|
|
2022
Q4 | $2.17K | Buy |
+10
| New | +$2.17K | ﹤0.01% | 919 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$2K | – | 741 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1036 |
|
|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 1032 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 1066 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 695 |
|
|
2021
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 829 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 836 |
|