Wealth Enhancement Advisory Services’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,425
+1,623
| +90% | +$505K | ﹤0.01% | 1706 |
|
|
2025
Q1 | $540K | Buy |
1,802
+159
| +10% | +$47.7K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $553K | Buy |
1,643
+191
| +13% | +$64.3K | ﹤0.01% | 1905 |
|
|
2024
Q3 | $463K | Sell |
1,452
-3
| -0.2% | -$957 | ﹤0.01% | 1859 |
|
|
2024
Q2 | $430K | Sell |
1,455
-104
| -7% | -$30.8K | ﹤0.01% | 1734 |
|
|
2024
Q1 | $481K | Buy |
1,559
+47
| +3% | +$14.5K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $433K | Sell |
1,512
-288
| -16% | -$82.4K | ﹤0.01% | 1599 |
|
|
2023
Q3 | $422K | Buy |
+1,800
| New | +$422K | ﹤0.01% | 1528 |
|
|
2018
Q4 | – | Sell |
-7,692
| Closed | -$885K | – | 194 |
|
|
2018
Q3 | $885K | Buy |
+7,692
| New | +$885K | 0.05% | 126 |
|
|
2017
Q2 | – | Sell |
-10,016
| Closed | -$776K | – | 173 |
|
|
2017
Q1 | $776K | Buy |
+10,016
| New | +$776K | 0.08% | 120 |
|