Veritable’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $609K | Sell |
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|
2022
Q4 | $796K | Sell |
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|
2022
Q3 | $826K | Sell |
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|
2022
Q2 | $998K | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $999K | Buy |
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|
2021
Q2 | $917K | Buy |
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|
2021
Q1 | $749K | Buy |
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|
2020
Q4 | $555K | Buy |
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