Harbor Investment Advisory’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.8K | Hold |
283
| – | – | 0.01% | 513 |
|
|
2025
Q1 | $84.9K | Hold |
283
| – | – | 0.01% | 504 |
|
|
2024
Q4 | $95.3K | Hold |
283
| – | – | 0.01% | 465 |
|
|
2024
Q3 | $90.3K | Buy |
283
+61
| +27% | +$19.5K | 0.01% | 479 |
|
|
2024
Q2 | $65.7K | Hold |
222
| – | – | 0.01% | 529 |
|
|
2024
Q1 | $68.5K | Hold |
222
| – | – | 0.01% | 522 |
|
|
2023
Q4 | $63.5K | Hold |
222
| – | – | 0.01% | 517 |
|
|
2023
Q3 | $52K | Buy |
+222
| New | +$52K | 0.01% | 538 |
|