FirstPurpose Wealth’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$298K Buy
953
+225
+31% +$70.4K 0.11% 161
2023
Q4
$208K Buy
+728
New +$208K 0.08% 201