Motive Wealth Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,132
| Closed | -$1.48M | – | 71 |
|
|
2022
Q2 | $1.48M | Buy |
6,132
+369
| +6% | +$89.2K | 1.17% | 18 |
|
|
2022
Q1 | $1.57M | Sell |
5,763
-52
| -0.9% | -$14.2K | 1.08% | 22 |
|
|
2021
Q4 | $1.99M | Sell |
5,815
-196
| -3% | -$67K | 1.2% | 20 |
|
|
2021
Q3 | $1.56M | Buy |
6,011
+1,204
| +25% | +$312K | 1.05% | 20 |
|
|
2021
Q2 | $1.24M | Buy |
+4,807
| New | +$1.24M | 0.88% | 23 |
|