PCS
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Personal CFO Solutions’s Morningstar MORN Stock Holding History

Personal CFO Solutions’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,008
Closed -$233K – 429
2020
Q4 		$233K Sell
1,008
-340
-25% -$78.6K 0.06% 316
2020
Q3 		$0 Buy
+1,348
New – ﹤0.01% 262