Edgestream Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Buy |
+20,225
| New | +$6.35M | 0.18% | 224 |
|
|
2024
Q4 | – | Sell |
-4,778
| Closed | -$1.52M | – | 1006 |
|
|
2024
Q3 | $1.52M | Buy |
4,778
+661
| +16% | +$211K | 0.07% | 477 |
|
|
2024
Q2 | $1.22M | Buy |
4,117
+2,734
| +198% | +$809K | 0.06% | 472 |
|
|
2024
Q1 | $426K | Buy |
+1,383
| New | +$426K | 0.02% | 671 |
|