Ethic Inc’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Buy |
2,738
+257
| +10% | +$80.4K | 0.02% | 665 |
|
|
2025
Q1 | $748K | Sell |
2,481
-97
| -4% | -$29.2K | 0.02% | 663 |
|
|
2024
Q4 | $868K | Buy |
2,578
+253
| +11% | +$85.2K | 0.02% | 637 |
|
|
2024
Q3 | $717K | Sell |
2,325
-57
| -2% | -$17.6K | 0.02% | 670 |
|
|
2024
Q2 | $705K | Buy |
2,382
+57
| +2% | +$16.9K | 0.02% | 668 |
|
|
2024
Q1 | $717K | Buy |
2,325
+1,187
| +104% | +$366K | 0.02% | 670 |
|
|
2023
Q4 | $326K | Buy |
1,138
+140
| +14% | +$40.1K | 0.01% | 858 |
|
|
2023
Q3 | $234K | Buy |
+998
| New | +$234K | 0.01% | 887 |
|
|
2023
Q1 | – | Sell |
-960
| Closed | -$208K | – | 991 |
|
|
2022
Q4 | $208K | Buy |
+960
| New | +$208K | 0.01% | 820 |
|
|
2022
Q3 | – | Sell |
-832
| Closed | -$201K | – | 821 |
|
|
2022
Q2 | $201K | Buy |
+832
| New | +$201K | 0.01% | 712 |
|