Financial Gravity Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.4K | Buy |
+8
| New | +$2.4K | ﹤0.01% | 796 |
|
|
2023
Q3 | – | Sell |
-196
| Closed | -$541 | – | 1562 |
|
|
2023
Q2 | $541 | Buy |
+196
| New | +$541 | ﹤0.01% | 988 |
|
|
2023
Q1 | – | Sell |
-217
| Closed | -$618 | – | 1451 |
|
|
2022
Q4 | $618 | Buy |
+217
| New | +$618 | ﹤0.01% | 770 |
|
|
2021
Q2 | – | Hold |
0
| – | -$30 | – | 1025 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 616 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 677 |
|
|
2020
Q2 | – | Sell |
-28
| Closed | -$3.24K | – | 555 |
|
|
2020
Q1 | $3.24K | Buy |
28
+6
| +27% | +$693 | 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% | -$682 | ﹤0.01% | 816 |
|
|
2019
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 850 |
|
|
2018
Q3 | $6K | Buy |
53
+8
| +18% | +$906 | 0.01% | 691 |
|
|
2018
Q2 | $6K | Sell |
45
-12
| -21% | -$1.6K | 0.01% | 696 |
|
|
2018
Q1 | $6K | Buy |
+57
| New | +$6K | 0.01% | 679 |
|