Smartleaf Asset Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Sell |
62
-16
| -21% | -$5.01K | ﹤0.01% | 1566 |
|
|
2025
Q1 | $23.1K | Hold |
78
| – | – | ﹤0.01% | 1539 |
|
|
2024
Q4 | $26.3K | Buy |
78
+50
| +179% | +$16.9K | ﹤0.01% | 1495 |
|
|
2024
Q3 | $8.88K | Buy |
28
+5
| +22% | +$1.59K | ﹤0.01% | 1832 |
|
|
2024
Q2 | $6.77K | Buy |
23
+20
| +667% | +$5.88K | ﹤0.01% | 1638 |
|
|
2024
Q1 | $924 | Buy |
+3
| New | +$924 | ﹤0.01% | 1636 |
|