Spire Wealth Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-414
| Closed | -$81.2K | – | 2427 |
|
|
2023
Q2 | $81.2K | Buy |
414
+152
| +58% | +$29.8K | ﹤0.01% | 1033 |
|
|
2023
Q1 | $53.2K | Hold |
262
| – | – | ﹤0.01% | 1177 |
|
|
2022
Q4 | $57K | Sell |
262
-30
| -10% | -$6.53K | ﹤0.01% | 941 |
|
|
2022
Q3 | $62K | Hold |
292
| – | – | ﹤0.01% | 874 |
|
|
2022
Q2 | $71K | Hold |
292
| – | – | ﹤0.01% | 1160 |
|
|
2022
Q1 | $80K | Sell |
292
-16
| -5% | -$4.38K | ﹤0.01% | 1255 |
|
|
2021
Q4 | $105K | Sell |
308
-15
| -5% | -$5.11K | ﹤0.01% | 1383 |
|
|
2021
Q3 | $84K | Hold |
323
| – | – | ﹤0.01% | 1256 |
|
|
2021
Q2 | $83K | Hold |
323
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q1 | $73K | Buy |
+323
| New | +$73K | ﹤0.01% | 1538 |
|