Schechter Investment Advisors’s Morningstar MORN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-612	Closed	-$206K	–	670
2024 Q4	$206K	Sell	612 -17	-3%	-$5.73K	0.02%	570
2024 Q3	$201K	Buy	+629	New	+$201K	0.01%	593