TD Private Client Wealth’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08K | Sell |
13
-1
| -7% | -$314 | ﹤0.01% | 1133 |
|
|
2025
Q1 | $4.2K | Buy |
14
+6
| +75% | +$1.8K | ﹤0.01% | 1107 |
|
|
2024
Q4 | $2.69K | Buy |
8
+1
| +14% | +$337 | ﹤0.01% | 1155 |
|
|
2024
Q3 | $2.23K | Buy |
+7
| New | +$2.23K | ﹤0.01% | 1173 |
|
|
2022
Q4 | – | Sell |
-2
| Closed | -$425 | – | 1246 |
|
|
2022
Q3 | $425 | Hold |
2
| – | – | ﹤0.01% | 1196 |
|
|
2022
Q2 | $484 | Sell |
2
-3
| -60% | -$726 | ﹤0.01% | 1204 |
|
|
2022
Q1 | $1.37K | Buy |
+5
| New | +$1.37K | ﹤0.01% | 1195 |
|