EI
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Ellevest Inc’s Morningstar MORN Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-7
Closed -$1.42K – 1144
2023
Q1 		$1.42K Sell
7
-81
-92% -$17.8K ﹤0.01% 1516
2022
Q4 		$19.1K Buy
88
+34
+63% +$7.75K ﹤0.01% 866
2022
Q3 		$11K Sell
54
-35
-39% -$8.32K ﹤0.01% 970
2022
Q2 		$22K Buy
+89
New +$22.4K ﹤0.01% 737

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