NewEdge Wealth’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-38,203
Closed -$11.3M 888
2024
Q2
$11.3M Buy
+38,203
New +$11.3M 0.24% 99