Park Avenue Securities’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 | $625K | Buy |
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|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $489K | Buy |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $279K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $236K | Buy |
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