Janiczek Wealth Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $14.2K | Hold |
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|
2024
Q1 | $14.8K | Hold |
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|
2023
Q4 | $13.7K | Hold |
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|
2023
Q3 | $11.2K | Sell |
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|
2023
Q2 | $11K | Sell |
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|
2023
Q1 | $16.1K | Sell |
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|
2022
Q4 | $39.2K | Buy |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $51K | Sell |
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|
2022
Q1 | $81K | Buy |
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|
2021
Q4 | $91K | Buy |
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|
2021
Q3 | $66K | Buy |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | $51K | Buy |
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|
2020
Q4 | $44K | Buy |
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|
2020
Q3 | $10K | Buy |
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