Shelton Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
970
| – | – | 0.01% | 479 |
|
|
2025
Q1 | $291K | Sell |
970
-68
| -7% | -$20.4K | 0.01% | 482 |
|
|
2024
Q4 | $350K | Hold |
1,038
| – | – | 0.01% | 444 |
|
|
2024
Q3 | $331K | Hold |
1,038
| – | – | 0.01% | 460 |
|
|
2024
Q2 | $307K | Sell |
1,038
-62
| -6% | -$18.3K | 0.01% | 470 |
|
|
2024
Q1 | $339K | Sell |
1,100
-39
| -3% | -$12K | 0.01% | 469 |
|
|
2023
Q4 | $326K | Buy |
+1,139
| New | +$326K | 0.01% | 449 |
|