JFS Wealth Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85K | Hold |
25
| – | – | ﹤0.01% | 946 |
|
|
2025
Q1 | $7.5K | Hold |
25
| – | – | ﹤0.01% | 980 |
|
|
2024
Q4 | $8.42K | Hold |
25
| – | – | ﹤0.01% | 907 |
|
|
2024
Q3 | $7.98K | Buy |
25
+1
| +4% | +$319 | ﹤0.01% | 935 |
|
|
2024
Q2 | $7.1K | Hold |
24
| – | – | ﹤0.01% | 914 |
|
|
2024
Q1 | $7.4K | Sell |
24
-2
| -8% | -$617 | ﹤0.01% | 924 |
|
|
2023
Q4 | $7.44K | Buy |
26
+3
| +13% | +$859 | ﹤0.01% | 891 |
|
|
2023
Q3 | $5.39K | Hold |
23
| – | – | ﹤0.01% | 964 |
|
|
2023
Q2 | $4.51K | Buy |
23
+17
| +283% | +$3.33K | ﹤0.01% | 1050 |
|
|
2023
Q1 | $1.22K | Sell |
6
-18
| -75% | -$3.66K | ﹤0.01% | 1525 |
|
|
2022
Q4 | $5.2K | Sell |
24
-5
| -17% | -$1.08K | ﹤0.01% | 977 |
|
|
2022
Q3 | $6K | Buy |
29
+8
| +38% | +$1.66K | ﹤0.01% | 928 |
|
|
2022
Q2 | $5K | Buy |
21
+7
| +50% | +$1.67K | ﹤0.01% | 994 |
|
|
2022
Q1 | $4K | Buy |
14
+5
| +56% | +$1.43K | ﹤0.01% | 1155 |
|
|
2021
Q4 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 967 |
|