Glassman Wealth Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$572 | – | 1179 |
|
|
2023
Q4 | $572 | Hold |
2
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q3 | $468 | Hold |
2
| – | – | ﹤0.01% | 1750 |
|
|
2023
Q2 | $392 | Sell |
2
-4
| -67% | -$784 | ﹤0.01% | 1686 |
|
|
2023
Q1 | $1.22K | Buy |
6
+2
| +50% | +$406 | ﹤0.01% | 1371 |
|
|
2022
Q4 | $866 | Sell |
4
-3
| -43% | -$650 | ﹤0.01% | 1461 |
|
|
2022
Q3 | $1K | Sell |
7
-5
| -42% | -$714 | ﹤0.01% | 1459 |
|
|
2022
Q2 | $3K | Sell |
12
-1
| -8% | -$250 | ﹤0.01% | 1153 |
|
|
2022
Q1 | $4K | Buy |
13
+9
| +225% | +$2.77K | ﹤0.01% | 1063 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1429 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1399 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1331 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1067 |
|