Crewe Advisors’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-117	Closed	-$34.6K	–	889
2024 Q2	$34.6K	Buy	+117	New	+$34.6K	﹤0.01%	439
2023 Q4	–	Sell	-1	Closed	-$235	–	595
2023 Q3	$235	Hold	1	–	–	﹤0.01%	438
2023 Q2	$197	Buy	+1	New	+$197	﹤0.01%	717