Nisa Investment Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71K | Sell |
15
-169
| -92% | -$53.1K | ﹤0.01% | 2459 |
|
|
2025
Q1 | $55.2K | Hold |
184
| – | – | ﹤0.01% | 1564 |
|
|
2024
Q4 | $62K | Hold |
184
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q3 | $58.7K | Sell |
184
-12
| -6% | -$3.83K | ﹤0.01% | 1606 |
|
|
2024
Q2 | $58K | Buy |
196
+54
| +38% | +$16K | ﹤0.01% | 1623 |
|
|
2024
Q1 | $43.8K | Buy |
142
+12
| +9% | +$3.7K | ﹤0.01% | 1692 |
|
|
2023
Q4 | $37.2K | Buy |
130
+5
| +4% | +$1.43K | ﹤0.01% | 1705 |
|
|
2023
Q3 | $29.3K | Hold |
125
| – | – | ﹤0.01% | 1891 |
|
|
2023
Q2 | $24.5K | Buy |
+125
| New | +$24.5K | ﹤0.01% | 2027 |
|
|
2023
Q1 | – | Sell |
-1,576
| Closed | -$341K | – | 2628 |
|
|
2022
Q4 | $341K | Sell |
1,576
-693
| -31% | -$150K | ﹤0.01% | 1226 |
|
|
2022
Q3 | $493K | Buy |
2,269
+742
| +49% | +$161K | ﹤0.01% | 1040 |
|
|
2022
Q2 | $369K | Buy |
1,527
+1,507
| +7,535% | +$364K | ﹤0.01% | 1148 |
|
|
2022
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 2313 |
|
|
2021
Q4 | $6K | Sell |
20
-12,280
| -100% | -$3.68M | ﹤0.01% | 2078 |
|
|
2021
Q3 | $3.19K | Buy |
12,300
+12,280
| +61,400% | +$3.18K | 0.02% | 580 |
|
|
2021
Q2 | $5 | Hold |
20
| – | – | ﹤0.01% | 2277 |
|
|
2021
Q1 | $5 | Hold |
20
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q4 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 2266 |
|
|
2018
Q4 | – | Sell |
-16,181
| Closed | -$2.04M | – | 1974 |
|
|
2018
Q3 | $2.04M | Buy |
+16,181
| New | +$2.04M | 0.02% | 655 |
|