Park Avenue Securities’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
1,721
+92
| +6% | +$28.9K | 0.01% | 1033 |
|
|
2025
Q1 | $489K | Buy |
1,629
+165
| +11% | +$49.5K | 0.01% | 862 |
|
|
2024
Q4 | $493K | Buy |
1,464
+429
| +41% | +$144K | 0.01% | 1079 |
|
|
2024
Q3 | $330K | Sell |
1,035
-105
| -9% | -$33.5K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $337K | Sell |
1,140
-525
| -32% | -$155K | ﹤0.01% | 1143 |
|
|
2024
Q1 | $513K | Sell |
1,665
-106
| -6% | -$32.7K | 0.01% | 937 |
|
|
2023
Q4 | $507K | Buy |
1,771
+578
| +48% | +$165K | 0.01% | 905 |
|
|
2023
Q3 | $279K | Buy |
+1,193
| New | +$279K | ﹤0.01% | 1080 |
|
|
2022
Q3 | – | Sell |
-847
| Closed | -$205K | – | 1150 |
|
|
2022
Q2 | $205K | Buy |
+847
| New | +$205K | ﹤0.01% | 1055 |
|
|
2022
Q1 | – | Sell |
-690
| Closed | -$236K | – | 1166 |
|
|
2021
Q4 | $236K | Buy |
+690
| New | +$236K | ﹤0.01% | 1004 |
|