Pathstone Family Office’s Morningstar MORN Stock Holding History

Pathstone Family Office’s Portfolio MORN Stock Details MORN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$600K	Buy
2023 Q1	–	Sell
2022 Q4	$208K	Sell
2022 Q3	$205K	Buy
2021 Q1	–	Sell
2020 Q4	$3K	Buy