EverSource Wealth Advisors’s Morningstar MORN Stock Holding History

EverSource Wealth Advisors’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$176K	Buy
2025 Q1	$6.6K	Buy
2024 Q4	$6.74K	Buy
2024 Q3	$6.06K	Hold
2024 Q2	$6.04K	Sell
2024 Q1	$6.5K	Buy
2023 Q4	$1.72K	Buy
2023 Q3	$703	Hold
2023 Q2	$588	Sell
2023 Q1	$1.22K	Buy