EverSource Wealth Advisors’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
561
+539
| +2,450% | +$169K | 0.01% | 910 |
|
|
2025
Q1 | $6.6K | Buy |
22
+2
| +10% | +$600 | ﹤0.01% | 2353 |
|
|
2024
Q4 | $6.74K | Buy |
20
+1
| +5% | +$337 | ﹤0.01% | 2202 |
|
|
2024
Q3 | $6.06K | Hold |
19
| – | – | ﹤0.01% | 2144 |
|
|
2024
Q2 | $6.04K | Sell |
19
-4
| -17% | -$1.27K | ﹤0.01% | 2141 |
|
|
2024
Q1 | $6.5K | Buy |
23
+17
| +283% | +$4.81K | ﹤0.01% | 1918 |
|
|
2023
Q4 | $1.72K | Buy |
6
+3
| +100% | +$859 | ﹤0.01% | 2215 |
|
|
2023
Q3 | $703 | Hold |
3
| – | – | ﹤0.01% | 2324 |
|
|
2023
Q2 | $588 | Sell |
3
-3
| -50% | -$588 | ﹤0.01% | 2317 |
|
|
2023
Q1 | $1.22K | Buy |
+6
| New | +$1.22K | ﹤0.01% | 2064 |
|