Ahrens Investment Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $6.33K | Buy |
+560
| New | +$6.33K | ﹤0.01% | 721 |
|
|
2022
Q3 | – | Sell |
-560
| Closed | -$8K | – | 613 |
|
|
2022
Q2 | $8K | Hold |
560
| – | – | ﹤0.01% | 683 |
|
|
2022
Q1 | $10K | Hold |
560
| – | – | ﹤0.01% | 727 |
|
|
2021
Q4 | $10K | Buy |
+560
| New | +$10K | ﹤0.01% | 748 |
|
|
2020
Q1 | – | Sell |
-14,135
| Closed | -$339K | – | 156 |
|
|
2019
Q4 | $339K | Buy |
14,135
+2,300
| +19% | +$55.2K | 0.14% | 109 |
|
|
2019
Q3 | $276K | Buy |
11,835
+2,900
| +32% | +$67.6K | 0.12% | 128 |
|
|
2019
Q2 | $207K | Buy |
+8,935
| New | +$207K | 0.09% | 143 |
|
|
2019
Q1 | – | Sell |
-9,435
| Closed | -$201K | – | 185 |
|
|
2018
Q4 | $201K | Hold |
9,435
| – | – | 0.09% | 140 |
|
|
2018
Q3 | $227K | Buy |
9,435
+700
| +8% | +$16.8K | 0.09% | 152 |
|
|
2018
Q2 | $208K | Sell |
8,735
-2,600
| -23% | -$61.9K | 0.09% | 147 |
|
|
2018
Q1 | $261K | Buy |
11,335
+2,450
| +28% | +$56.4K | 0.11% | 111 |
|
|
2017
Q4 | $214K | Sell |
8,885
-400
| -4% | -$9.63K | 0.09% | 144 |
|
|
2017
Q3 | $235K | Buy |
9,285
+900
| +11% | +$22.8K | 0.1% | 122 |
|
|
2017
Q2 | $207K | Hold |
8,385
| – | – | 0.09% | 138 |
|
|
2017
Q1 | $201K | Buy |
+8,385
| New | +$201K | 0.1% | 128 |
|