Glenview Trust’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
683
| – | – | ﹤0.01% | 481 |
|
|
2025
Q1 | $205K | Buy |
683
+9
| +1% | +$2.7K | ﹤0.01% | 463 |
|
|
2024
Q4 | $227K | Buy |
+674
| New | +$227K | ﹤0.01% | 452 |
|
|
2024
Q2 | – | Sell |
-696
| Closed | -$215K | – | 479 |
|
|
2024
Q1 | $215K | Buy |
+696
| New | +$215K | ﹤0.01% | 453 |
|