Sanctuary Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$414K Sell
1,254
-34
-3% -$11.2K ﹤0.01% 1810
2024
Q3
$446K Sell
1,288
-562
-30% -$195K ﹤0.01% 1763
2024
Q2
$530K Buy
+1,850
New +$530K ﹤0.01% 1605