Envestnet Portfolio Solutions’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,269
| Closed | -$427K | – | 1707 |
|
|
2024
Q4 | $427K | Buy |
1,269
+265
| +26% | +$89.2K | ﹤0.01% | 1314 |
|
|
2024
Q3 | $320K | Buy |
1,004
+144
| +17% | +$45.9K | ﹤0.01% | 1414 |
|
|
2024
Q2 | $254K | Sell |
860
-280
| -25% | -$82.8K | ﹤0.01% | 1467 |
|
|
2024
Q1 | $352K | Buy |
1,140
+431
| +61% | +$133K | ﹤0.01% | 1276 |
|
|
2023
Q4 | $203K | Buy |
+709
| New | +$203K | ﹤0.01% | 1492 |
|