LGT 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 |
-23
| Closed | -$7.75K | – | 570 |
|
|
2024
Q4 | $7.75K | Hold |
23
| – | – | 0.02% | 485 |
|
|
2024
Q3 | $7.34K | Hold |
23
| – | – | 0.02% | 464 |
|
|
2024
Q2 | $6.81K | Hold |
23
| – | – | 0.01% | 544 |
|
|
2024
Q1 | $7.09K | Hold |
23
| – | – | 0.01% | 550 |
|
|
2023
Q4 | $6.58K | Sell |
23
-1
| -4% | -$286 | 0.01% | 567 |
|
|
2023
Q3 | $5.62K | Buy |
+24
| New | +$5.62K | 0.01% | 588 |
|