Ritholtz Wealth Management’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-651	Closed	-$201K	–	851
2024 Q1	$201K	Buy	+651	New	+$201K	0.01%	741
2022 Q1	–	Sell	-645	Closed	-$221K	–	575
2021 Q4	$221K	Buy	+645	New	+$221K	0.01%	474