Diversify Advisory Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
1,567
+236
| +18% | +$60.9K | 0.02% | 605 |
|
|
2025
Q1 | $376K | Buy |
1,331
+259
| +24% | +$73.1K | 0.02% | 425 |
|
|
2024
Q4 | $339K | Sell |
1,072
-67
| -6% | -$21.2K | 0.02% | 452 |
|
|
2024
Q3 | $391K | Sell |
1,139
-61
| -5% | -$21K | 0.02% | 430 |
|
|
2024
Q2 | $355K | Sell |
1,200
-678
| -36% | -$201K | 0.02% | 463 |
|
|
2024
Q1 | $575K | Buy |
+1,878
| New | +$575K | 0.03% | 385 |
|