AJ Wealth Strategies’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
2022
Q4
Sell
-34,400
Closed -$380K 318
2022
Q3
$380K Hold
34,400
0.02% 209
2022
Q2
$482K Hold
34,400
0.03% 188
2022
Q1
$588K Sell
34,400
-27,350
-44% -$467K 0.03% 186
2021
Q4
$1.11M Buy
+61,750
New +$1.11M 0.05% 129