Rise Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Hold |
50
| – | – | 0.01% | 678 |
|
|
2025
Q1 | $15.1K | Sell |
50
-26
| -34% | -$7.86K | 0.01% | 681 |
|
|
2024
Q4 | $25.7K | Hold |
76
| – | – | 0.01% | 487 |
|
|
2024
Q3 | $24.3K | Hold |
76
| – | – | 0.01% | 552 |
|
|
2024
Q2 | $22.5K | Hold |
76
| – | – | 0.01% | 551 |
|
|
2024
Q1 | $23.4K | Buy |
+76
| New | +$23.4K | 0.01% | 536 |
|