TCI Wealth Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-96
| Closed | -$19.5K | – | 1428 |
|
|
2023
Q1 | $19.5K | Hold |
96
| – | – | ﹤0.01% | 720 |
|
|
2022
Q4 | $20.8K | Buy |
96
+65
| +210% | +$14.1K | ﹤0.01% | 687 |
|
|
2022
Q3 | $7K | Buy |
31
+3
| +11% | +$677 | ﹤0.01% | 1269 |
|
|
2022
Q2 | $7K | Hold |
28
| – | – | ﹤0.01% | 1258 |
|
|
2022
Q1 | $8K | Hold |
28
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q4 | $10K | Hold |
28
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q3 | $7K | Hold |
28
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q2 | $7K | Hold |
28
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q1 | $6K | Hold |
28
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q4 | $6K | Hold |
28
| – | – | ﹤0.01% | 791 |
|
|
2020
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 845 |
|
|
2020
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 807 |
|
|
2020
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 885 |
|