All Season Financial Advisors’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
Q3 | – | Sell |
-31,465
| Closed | -$441K | – | 125 |
|
2022
Q2 | $441K | Buy |
31,465
+331
| +1% | +$4.64K | 0.38% | 54 |
|
2022
Q1 | $532K | Buy |
31,134
+4,379
| +16% | +$74.8K | 0.38% | 57 |
|
2021
Q4 | $481K | Sell |
26,755
-3,134
| -10% | -$56.3K | 0.33% | 63 |
|
2021
Q3 | $568K | Sell |
29,889
-6,600
| -18% | -$125K | 0.46% | 45 |
|
2021
Q2 | $724K | Buy |
+36,489
| New | +$724K | 0.52% | 39 |
|