CW
Connectus Wealth’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,517
| Closed | -$356K | – | 525 |
|
|
2023
Q3 | $356K | Hold |
1,517
| – | – | 0.01% | 419 |
|
|
2023
Q2 | $298K | Hold |
1,517
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $308K | Hold |
1,517
| – | – | 0.01% | 386 |
|
|
2022
Q4 | $329K | Buy |
1,517
+1
| +0.1% | +$217 | 0.01% | 375 |
|
|
2022
Q3 | $322K | Buy |
1,516
+502
| +50% | +$107K | 0.01% | 446 |
|
|
2022
Q2 | $245K | Buy |
1,014
+2
| +0.2% | +$483 | 0.01% | 395 |
|
|
2022
Q1 | $346K | Hold |
1,012
| – | – | 0.01% | 321 |
|
|
2021
Q4 | $346K | Buy |
+1,012
| New | +$346K | 0.01% | 289 |
|