Tidal Investments’s Morningstar MORN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Sell
1,055
-150
-12% -$47.1K ﹤0.01% 1568
2025
Q1
$361K Sell
1,205
-490
-29% -$147K ﹤0.01% 1448
2024
Q4
$571K Buy
1,695
+487
+40% +$164K ﹤0.01% 1282
2024
Q3
$385K Buy
1,208
+90
+8% +$28.7K ﹤0.01% 1474
2024
Q2
$331K Sell
1,118
-2,795
-71% -$827K ﹤0.01% 1466
2024
Q1
$1.21M Buy
+3,913
New +$1.21M 0.02% 772