Holt Capital Partners’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-775	Closed	-$212K	–	163
2022 Q1	$212K	Buy	775 +125	+19%	+$34.2K	0.04%	159
2021 Q4	$222K	Buy	+650	New	+$222K	0.04%	160