Financial Gravity Asset Management’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.4K	Buy	+8	New	+$2.52K	﹤0.01%	796
2023 Q3	–	Sell	-196	Closed	-$541	–	1562
2023 Q2	$541	Buy	+196	New	+$38.8K	﹤0.01%	988
2023 Q1	–	Sell	-217	Closed	-$618	–	1451
2022 Q4	$618	Buy	+217	New	+$49.5K	﹤0.01%	770
2021 Q2	–	Hold	0	–	-$30	–	1025
2021 Q1	–	Sell	-1	Closed	-$234	–	616
2020 Q4	$0	Buy	+1	New	+$199	﹤0.01%	677
2020 Q2	–	Sell	-28	Closed	-$3.24K	–	555
2020 Q1	$3.24K	Buy	28 +6	+27%	+$869	0.01%	367
2019 Q4	$151K	Hold	22	–	–	0.1%	180
2019 Q3	$3K	Hold	22	–	–	﹤0.01%	822
2019 Q2	$3K	Sell	22 -5	-19%	-$690	﹤0.01%	816
2019 Q1	$3K	Buy	+27	New	+$3.25K	﹤0.01%	850
2018 Q3	$6K	Buy	53 +8	+18%	+$1.08K	0.01%	691
2018 Q2	$6K	Sell	45 -12	-21%	-$1.37K	0.01%	696
2018 Q1	$6K	Buy	+57	New	+$5.48K	0.01%	679