One Wealth Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-331
| Closed | -$71.7K | – | 450 |
|
|
2022
Q4 | $71.7K | Buy |
+331
| New | +$71.7K | 0.02% | 345 |
|
|
2019
Q2 | – | Sell |
-1,208
| Closed | -$152K | – | 348 |
|
|
2019
Q1 | $152K | Buy |
+1,208
| New | +$152K | 0.12% | 147 |
|
|
2018
Q4 | – | Sell |
-1,701
| Closed | -$214K | – | 337 |
|
|
2018
Q3 | $214K | Sell |
1,701
-70
| -4% | -$8.81K | 0.16% | 115 |
|
|
2018
Q2 | $227K | Sell |
1,771
-7
| -0.4% | -$897 | 0.18% | 113 |
|
|
2018
Q1 | $170K | Sell |
1,778
-193
| -10% | -$18.5K | 0.15% | 136 |
|
|
2017
Q4 | $191K | Buy |
+1,971
| New | +$191K | 0.16% | 116 |
|