Shelton Capital Management’s Morningstar MORN Stock Holding History

Shelton Capital Management’s Portfolio MORN Stock Details MORN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$225K	Hold
2025 Q2	$305K	Hold
2025 Q1	$291K	Sell
2024 Q4	$350K	Hold
2024 Q3	$331K	Hold
2024 Q2	$307K	Sell
2024 Q1	$339K	Sell
2023 Q4	$326K	Buy