DFPG Investments’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$218K Sell
2023
Q3
$237K Sell
2023
Q2
$484K Buy
2023
Q1
$421K Buy
2022
Q4
$446K Buy