SYSTM Wealth Solutions’s Morningstar MORN Stock Holding History

SYSTM Wealth Solutions’s Portfolio MORN Stock Details MORN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$672K	Buy
2023 Q4	$4.87K	Sell
2023 Q3	$505K	Hold
2023 Q2	$422K	Buy
2023 Q1	$305K	Buy
2022 Q4	$321K	Buy