Profund Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-670
| Closed | -$226K | – | 1064 |
|
|
2024
Q4 | $226K | Sell |
670
-109
| -14% | -$36.7K | 0.01% | 943 |
|
|
2024
Q3 | $249K | Buy |
779
+22
| +3% | +$7.02K | 0.01% | 915 |
|
|
2024
Q2 | $224K | Sell |
757
-275
| -27% | -$81.4K | 0.01% | 919 |
|
|
2024
Q1 | $318K | Buy |
1,032
+187
| +22% | +$57.7K | 0.01% | 820 |
|
|
2023
Q4 | $242K | Buy |
+845
| New | +$242K | 0.01% | 909 |
|