Equitable Trust’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $561K | Hold |
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|
2024
Q4 | $630K | Hold |
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|
2024
Q3 | $597K | Hold |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $577K | Hold |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $446K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $321K | Hold |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $374K | Buy |
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|
2019
Q4 | $340K | Hold |
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|
2019
Q3 | $329K | Hold |
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|
2019
Q2 | $325K | Hold |
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|
2019
Q1 | $283K | Buy |
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|
2018
Q4 | $220K | Hold |
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|
2018
Q3 | $252K | Buy |
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