Spire Wealth Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $617 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $81.2K | Buy |
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|
2023
Q1 | $53.2K | Hold |
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|
2022
Q4 | $57K | Sell |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $80K | Sell |
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|
2021
Q4 | $105K | Sell |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $83K | Hold |
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|
2021
Q1 | $73K | Buy |
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