TD Private Client Wealth’s Morningstar MORN Stock Holding History

TD Private Client Wealth’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
2025 Q2	$4.08K	Sell
2025 Q1	$4.2K	Buy
2024 Q4	$2.69K	Buy
2024 Q3	$2.23K	Buy
2022 Q4	–	Sell
2022 Q3	$425	Hold
2022 Q2	$484	Sell
2022 Q1	$1.37K	Buy