Dogwood Wealth Management’s Morningstar MORN Stock Holding History

Dogwood Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.35K	Buy
2025 Q3	$2.55K	Sell
2025 Q2	$10.9K	Buy