TRUE Private Wealth Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-14
Closed -$2K 533
2019
Q2
$2K Buy
+14
New +$2K ﹤0.01% 723
2018
Q4
Sell
-85
Closed -$10.7K 662
2018
Q3
$10.7K Buy
+85
New +$10.7K ﹤0.01% 745