Nisa Investment Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.5K | Buy |
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|
2025
Q2 | $4.71K | Sell |
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|
2025
Q1 | $55.2K | Hold |
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|
2024
Q4 | $62K | Hold |
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|
2024
Q3 | $58.7K | Sell |
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|
2024
Q2 | $58K | Buy |
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|
2024
Q1 | $43.8K | Buy |
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|
2023
Q4 | $37.2K | Buy |
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|
2023
Q3 | $29.3K | Hold |
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|
2023
Q2 | $24.5K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $6K | Sell |
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|
2021
Q3 | $3.19K | Buy |
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|
2021
Q2 | $5 | Hold |
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|
2021
Q1 | $5 | Hold |
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|
2020
Q4 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.04M | Buy |
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