RegentAtlantic Capital’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$602K Hold
2022
Q2
$685K Buy
2022
Q1
$726K Buy
2021
Q4
$860K Hold
2021
Q3
$652K Buy
2021
Q2
$513K Buy