Connectus Wealth’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$356K Hold
2023
Q2
$298K Hold
2023
Q1
$308K Hold
2022
Q4
$329K Buy
2022
Q3
$322K Buy
2022
Q2
$245K Buy
2022
Q1
$346K Hold
2021
Q4
$346K Buy