JNBA Financial Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5
| Closed | -$1.68K | – | 669 |
|
|
2024
Q4 | $1.68K | Hold |
5
| – | – | ﹤0.01% | 599 |
|
|
2024
Q3 | $1.6K | Hold |
5
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $1.48K | Hold |
5
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $1.54K | Hold |
5
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $1.43K | Hold |
5
| – | – | ﹤0.01% | 627 |
|
|
2023
Q3 | $1.17K | Hold |
5
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $981 | Hold |
5
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $1.02K | Buy |
+5
| New | +$1.02K | ﹤0.01% | 660 |
|
|
2021
Q4 | – | Sell |
-116
| Closed | -$30K | – | 854 |
|
|
2021
Q3 | $30K | Buy |
+116
| New | +$30K | ﹤0.01% | 359 |
|