CVA Family Office’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.9K | Sell |
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|
2025
Q2 | $72.2K | Hold |
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|
2025
Q1 | $69K | Hold |
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|
2024
Q4 | $77.5K | Hold |
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|
2024
Q3 | $73.4K | Hold |
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|
2024
Q2 | $68K | Buy |
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|
2024
Q1 | $70.3K | Hold |
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|
2023
Q4 | $65.3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $44.7K | Hold |
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|
2023
Q1 | $46.3K | Hold |
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|
2022
Q4 | $49.4K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $78K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $59K | Buy |
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