Ellevest Inc’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7
| Closed | -$1.42K | – | 1144 |
|
|
2023
Q1 | $1.42K | Sell |
7
-81
| -92% | -$16.4K | ﹤0.01% | 1516 |
|
|
2022
Q4 | $19.1K | Buy |
88
+34
| +63% | +$7.36K | ﹤0.01% | 866 |
|
|
2022
Q3 | $11K | Sell |
54
-35
| -39% | -$7.13K | ﹤0.01% | 970 |
|
|
2022
Q2 | $22K | Buy |
+89
| New | +$22K | ﹤0.01% | 737 |
|