Ethic Inc’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $236K | Sell |
|
|||||
|
2025
Q2 | $857K | Buy |
|
|||||
|
2025
Q1 | $748K | Sell |
|
|||||
|
2024
Q4 | $868K | Buy |
|
|||||
|
2024
Q3 | $717K | Sell |
|
|||||
|
2024
Q2 | $705K | Buy |
|
|||||
|
2024
Q1 | $717K | Buy |
|
|||||
|
2023
Q4 | $326K | Buy |
|
|||||
|
2023
Q3 | $234K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $208K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $201K | Buy |
|