Diversify Advisory Services’s Morningstar MORN Stock Holding History

Diversify Advisory Services’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$405K	Buy
2025 Q1	$376K	Buy
2024 Q4	$339K	Sell
2024 Q3	$391K	Sell
2024 Q2	$355K	Sell
2024 Q1	$575K	Buy