Covestor’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
560
+74
| +15% | +$23.3K | 0.1% | 241 |
|
|
2025
Q1 | $146K | Buy |
486
+70
| +17% | +$21K | 0.1% | 262 |
|
|
2024
Q4 | $140K | Buy |
416
+53
| +15% | +$17.8K | 0.09% | 320 |
|
|
2024
Q3 | $116K | Buy |
363
+156
| +75% | +$49.9K | 0.07% | 442 |
|
|
2024
Q2 | $61K | Buy |
207
+158
| +322% | +$46.6K | 0.04% | 764 |
|
|
2024
Q1 | $15K | Sell |
49
-2
| -4% | -$612 | 0.01% | 1317 |
|
|
2023
Q4 | $15K | Hold |
51
| – | – | 0.01% | 1306 |
|
|
2023
Q3 | $12K | Hold |
51
| – | – | 0.01% | 1329 |
|
|
2023
Q2 | $10K | Hold |
51
| – | – | 0.01% | 1440 |
|
|
2023
Q1 | $10K | Hold |
51
| – | – | 0.01% | 1318 |
|
|
2022
Q4 | $11K | Sell |
51
-64
| -56% | -$13.8K | 0.01% | 1283 |
|
|
2022
Q3 | $25K | Buy |
115
+62
| +117% | +$13.5K | 0.02% | 943 |
|
|
2022
Q2 | $13K | Buy |
53
+1
| +2% | +$245 | 0.01% | 1112 |
|
|
2022
Q1 | $14K | Sell |
52
-48
| -48% | -$12.9K | 0.01% | 1185 |
|
|
2021
Q4 | $34K | Buy |
+100
| New | +$34K | 0.05% | 716 |
|