Creative Financial Designs’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.42K	Buy	38 +5	+15%	+$929	﹤0.01%	1519
2025 Q4	$7.17K	Hold	33	–	–	﹤0.01%	1426
2025 Q3	$7.66K	Hold	33	–	–	﹤0.01%	1422
2025 Q2	$10.4K	Hold	33	–	–	﹤0.01%	1335
2025 Q1	$9.9K	Sell	33 -40	-55%	-$12.6K	﹤0.01%	1306
2024 Q4	$24.6K	Sell	73 -10	-12%	-$3.41K	﹤0.01%	993
2024 Q3	$26.5K	Buy	83 +20	+32%	+$6.21K	﹤0.01%	958
2024 Q2	$18.7K	Hold	63	–	–	﹤0.01%	1013
2024 Q1	$19.4K	Hold	63	–	–	﹤0.01%	971
2023 Q4	$18K	Hold	63	–	–	﹤0.01%	946
2023 Q3	$14.8K	Hold	63	–	–	﹤0.01%	927
2023 Q2	$12.4K	Hold	63	–	–	﹤0.01%	953
2023 Q1	$12.8K	Hold	63	–	–	﹤0.01%	904
2022 Q4	$13.6K	Buy	63 +15	+31%	+$3.42K	﹤0.01%	849
2022 Q3	$10K	Buy	48 +15	+45%	+$3.57K	﹤0.01%	892
2022 Q2	$8K	Hold	33	–	–	﹤0.01%	912
2022 Q1	$9K	Hold	33	–	–	﹤0.01%	931
2021 Q4	$11K	Hold	33	–	–	﹤0.01%	886
2021 Q3	$9K	Hold	33	–	–	﹤0.01%	1035
2021 Q2	$8K	Hold	33	–	–	﹤0.01%	1070
2021 Q1	$7K	Hold	33	–	–	﹤0.01%	996
2020 Q4	$8K	Hold	33	–	–	﹤0.01%	902
2020 Q3	$5K	Hold	33	–	–	﹤0.01%	935
2020 Q2	$5K	Buy	+33	New	+$4.66K	﹤0.01%	872
2020 Q1	–	Hold	0	–	–	–	579
2019 Q4	–	Hold	0	–	–	–	605
2018 Q4	–	Sell	-33	Closed	-$4K	–	702
2018 Q3	$4K	Hold	33	–	–	﹤0.01%	564
2018 Q2	$4K	Hold	33	–	–	﹤0.01%	581
2018 Q1	$3K	Hold	33	–	–	﹤0.01%	567
2017 Q4	$3K	Hold	33	–	–	﹤0.01%	564
2017 Q3	$3K	Hold	33	–	–	﹤0.01%	591
2017 Q2	$3K	Hold	33	–	–	﹤0.01%	595
2017 Q1	$3K	Hold	33	–	–	﹤0.01%	561
2016 Q4	$2K	Buy	+33	New	+$2.43K	﹤0.01%	599