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Naviter Wealth’s Morningstar MORN Stock Holding History

Naviter Wealth’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$483K Hold
1,540
– – 0.06% 194
2025
Q1 		$456K Hold
1,540
– – 0.06% 208
2024
Q4 		$519K Buy
+1,540
New +$519K 0.06% 202