ACG Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-70,305
| Closed | -$2.92M | – | 309 |
|
|
2018
Q1 | $2.92M | Buy |
70,305
+6,890
| +11% | +$286K | 0.44% | 64 |
|
|
2017
Q4 | $2.69M | Buy |
+63,415
| New | +$2.69M | 0.4% | 68 |
|
|
2014
Q3 | – | Sell |
-6,757
| Closed | -$207K | – | 201 |
|
|
2014
Q2 | $207K | Sell |
6,757
-2,400
| -26% | -$73.5K | 0.04% | 200 |
|
|
2014
Q1 | $268K | Sell |
9,157
-504
| -5% | -$14.8K | 0.08% | 153 |
|
|
2013
Q4 | $279K | Buy |
+9,661
| New | +$279K | 0.07% | 150 |
|