Tortoise Investment Management’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 | Buy |
13
+4
| +44% | +$1.26K | ﹤0.01% | 676 |
|
|
2025
Q1 | $2.7K | Hold |
9
| – | – | ﹤0.01% | 681 |
|
|
2024
Q4 | $3.03K | Hold |
9
| – | – | ﹤0.01% | 719 |
|
|
2024
Q3 | $2.87K | Hold |
9
| – | – | ﹤0.01% | 734 |
|
|
2024
Q2 | $2.66K | Hold |
9
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $2.78K | Buy |
+9
| New | +$2.78K | ﹤0.01% | 731 |
|