LA
Legacy Advisors’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,905
| Closed | -$871K | – | 257 |
|
|
2025
Q1 | $871K | Sell |
2,905
-42
| -1% | -$12.6K | 0.09% | 184 |
|
|
2024
Q4 | $992K | Buy |
2,947
+37
| +1% | +$12.5K | 0.1% | 160 |
|
|
2024
Q3 | $929K | Sell |
2,910
-115
| -4% | -$36.7K | 0.1% | 162 |
|
|
2024
Q2 | $895K | Buy |
3,025
+49
| +2% | +$14.5K | 0.11% | 141 |
|
|
2024
Q1 | $918K | Buy |
2,976
+224
| +8% | +$69.1K | 0.12% | 142 |
|
|
2023
Q4 | $788K | Sell |
2,752
-435
| -14% | -$125K | 0.1% | 156 |
|
|
2023
Q3 | $747K | Buy |
3,187
+158
| +5% | +$37K | 0.12% | 143 |
|
|
2023
Q2 | $594K | Buy |
3,029
+142
| +5% | +$27.8K | 0.09% | 158 |
|
|
2023
Q1 | $586K | Buy |
2,887
+226
| +8% | +$45.9K | 0.11% | 136 |
|
|
2022
Q4 | $576K | Buy |
2,661
+834
| +46% | +$181K | 0.11% | 137 |
|
|
2022
Q3 | $388K | Buy |
1,827
+447
| +32% | +$94.9K | 0.09% | 146 |
|
|
2022
Q2 | $334K | Buy |
1,380
+560
| +68% | +$136K | 0.07% | 161 |
|
|
2022
Q1 | $224K | Buy |
+820
| New | +$224K | 0.04% | 193 |
|