Pathstone Family Office’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $600K | Buy |
+2,561
| New | +$600K | ﹤0.01% | 951 |
|
|
2023
Q1 | – | Sell |
-960
| Closed | -$208K | – | 1380 |
|
|
2022
Q4 | $208K | Sell |
960
-2
| -0.2% | -$433 | ﹤0.01% | 1370 |
|
|
2022
Q3 | $205K | Buy |
+962
| New | +$205K | ﹤0.01% | 1339 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | -$3K | – | 1057 |
|
|
2020
Q4 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 980 |
|