Insight Wealth Strategies’s Morningstar MORN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,372	Closed	-$425K	–	165
2019 Q1	$425K	Buy	3,372 +85	+3%	+$10.7K	0.12%	106
2018 Q4	$361K	Buy	+3,287	New	+$361K	0.11%	106