Kiely Wealth Advisory Group’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$6.49K Hold
20
﹤0.01% 231
2024
Q3
$7.03K Hold
20
﹤0.01% 227
2024
Q2
$6.1K Hold
20
﹤0.01% 220
2024
Q1
$5.72K Hold
20
﹤0.01% 199
2023
Q4
$5.55K Buy
+20
New +$5.55K ﹤0.01% 198