Principal Securities’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
893
+188
| +27% | +$59K | 0.01% | 1089 |
|
|
2025
Q1 | $237K | Hold |
705
| – | – | 0.01% | 1062 |
|
|
2024
Q4 | $237K | Buy |
705
+80
| +13% | +$26.9K | 0.01% | 1060 |
|
|
2024
Q3 | $199K | Buy |
625
+93
| +17% | +$29.7K | ﹤0.01% | 1107 |
|
|
2024
Q2 | $157K | Sell |
532
-209
| -28% | -$61.8K | ﹤0.01% | 1137 |
|
|
2024
Q1 | $229K | Buy |
741
+640
| +634% | +$197K | 0.01% | 961 |
|
|
2023
Q4 | $28.9K | Buy |
+101
| New | +$28.9K | ﹤0.01% | 1737 |
|