Harbour Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Buy |
33
+27
| +450% | +$8.48K | ﹤0.01% | 2552 |
|
|
2025
Q1 | $1.8K | Hold |
6
| – | – | ﹤0.01% | 3109 |
|
|
2024
Q4 | $2.02K | Hold |
6
| – | – | ﹤0.01% | 3018 |
|
|
2024
Q3 | $1.92K | Hold |
6
| – | – | ﹤0.01% | 2936 |
|
|
2024
Q2 | $1.78K | Hold |
6
| – | – | ﹤0.01% | 2846 |
|
|
2024
Q1 | $1.85K | Buy |
6
+2
| +50% | +$617 | ﹤0.01% | 2798 |
|
|
2023
Q4 | $1.15K | Hold |
4
| – | – | ﹤0.01% | 2794 |
|
|
2023
Q3 | $937 | Buy |
+4
| New | +$937 | ﹤0.01% | 2717 |
|
|
2021
Q4 | – | Sell |
-28
| Closed | -$7K | – | 3292 |
|
|
2021
Q3 | $7K | Sell |
28
-1
| -3% | -$250 | ﹤0.01% | 2838 |
|
|
2021
Q2 | $8K | Buy |
29
+14
| +93% | +$3.86K | ﹤0.01% | 2853 |
|
|
2021
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 3102 |
|