Kestra Private Wealth Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-689
| Closed | -$207K | – | 1645 |
|
|
2025
Q1 | $207K | Sell |
689
-489
| -42% | -$147K | ﹤0.01% | 1373 |
|
|
2024
Q4 | $397K | Buy |
1,178
+35
| +3% | +$11.8K | 0.01% | 1027 |
|
|
2024
Q3 | $365K | Buy |
1,143
+74
| +7% | +$23.6K | 0.01% | 1011 |
|
|
2024
Q2 | $316K | Sell |
1,069
-348
| -25% | -$103K | 0.01% | 1027 |
|
|
2024
Q1 | $437K | Buy |
1,417
+662
| +88% | +$204K | 0.01% | 861 |
|
|
2023
Q4 | $216K | Buy |
+755
| New | +$216K | 0.01% | 1084 |
|