FORA Capital’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
+1,264
| New | +$397K | 0.04% | 360 |
|
|
2024
Q3 | – | Sell |
-922
| Closed | -$273K | – | 523 |
|
|
2024
Q2 | $273K | Buy |
+922
| New | +$273K | 0.03% | 333 |
|
|
2023
Q1 | – | Sell |
-1,627
| Closed | -$352K | – | 633 |
|
|
2022
Q4 | $352K | Buy |
+1,627
| New | +$352K | 0.06% | 327 |
|
|
2020
Q3 | – | Sell |
-570
| Closed | -$80K | – | 863 |
|
|
2020
Q2 | $80K | Buy |
+570
| New | +$80K | 0.03% | 551 |
|