Western Pacific Wealth Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-150
Closed -$40K 209
2022
Q1
$40K Hold
150
0.03% 107
2021
Q4
$51K Buy
+150
New +$51K 0.03% 108