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Cottonwood Capital Advisors’s Morningstar MORN Stock Holding History

Cottonwood Capital Advisors’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$356K Hold
1,135
– – 0.24% 82
2025
Q1 		$340K Hold
1,135
– – 0.25% 84
2024
Q4 		$382K Buy
1,135
+127
+13% +$42.8K 0.27% 75
2024
Q3 		$322K Hold
1,008
– – 0.24% 85
2024
Q2 		$298K Buy
+1,008
New +$298K 0.23% 85