Portside Wealth Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
4,890
-108
| -2% | -$33.9K | 0.23% | 100 |
|
|
2025
Q1 | $1.5M | Sell |
4,998
-197
| -4% | -$59.1K | 0.24% | 96 |
|
|
2024
Q4 | $1.75M | Sell |
5,195
-110
| -2% | -$37K | 0.29% | 79 |
|
|
2024
Q3 | $1.69M | Sell |
5,305
-32
| -0.6% | -$10.2K | 0.29% | 86 |
|
|
2024
Q2 | $1.58M | Sell |
5,337
-262
| -5% | -$77.5K | 0.3% | 83 |
|
|
2024
Q1 | $1.73M | Buy |
5,599
+956
| +21% | +$295K | 0.32% | 84 |
|
|
2023
Q4 | $1.33M | Buy |
4,643
+451
| +11% | +$129K | 0.25% | 100 |
|
|
2023
Q3 | $982K | Sell |
4,192
-172
| -4% | -$40.3K | 0.18% | 119 |
|
|
2023
Q2 | $856K | Buy |
+4,364
| New | +$856K | 0.16% | 142 |
|