Gradient Investments’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11
| Closed | -$3.15K | – | 1605 |
|
|
2023
Q4 | $3.15K | Hold |
11
| – | – | ﹤0.01% | 1103 |
|
|
2023
Q3 | $2.58K | Buy |
+11
| New | +$2.58K | ﹤0.01% | 1108 |
|
|
2020
Q2 | – | Sell |
-35
| Closed | -$4K | – | 1139 |
|
|
2020
Q1 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 812 |
|