Parkworth Wealth Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628 Buy
2
+1
+100% +$314 ﹤0.01% 564
2025
Q1
$300 Hold
1
﹤0.01% 592
2024
Q4
$337 Buy
+1
New +$337 ﹤0.01% 561