Squar Milner Financial Services’s Morningstar MORN Stock Holding History

Squar Milner Financial Services’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$115K	Buy
2019 Q4	$130K	Sell
2019 Q3	$212K	Buy
2019 Q2	$3K	Sell
2019 Q1	$7K	Buy
2018 Q4	–	Sell
2018 Q3	$8K	Hold
2018 Q2	$9K	Buy