AllSquare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,500
| Closed | -$83.8K | – | 542 |
|
|
2025
Q1 | $83.8K | Hold |
7,500
| – | – | 0.05% | 163 |
|
|
2024
Q4 | $79.7K | Hold |
7,500
| – | – | 0.05% | 168 |
|
|
2024
Q3 | $90.5K | Hold |
7,500
| – | – | 0.05% | 159 |
|
|
2024
Q2 | $83.9K | Hold |
7,500
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $87.7K | Hold |
7,500
| – | – | 0.05% | 163 |
|
|
2023
Q4 | $88.7K | Hold |
7,500
| – | – | 0.05% | 159 |
|
|
2023
Q3 | $85.3K | Hold |
7,500
| – | – | 0.06% | 155 |
|
|
2023
Q2 | $80.5K | Hold |
7,500
| – | – | 0.05% | 165 |
|
|
2023
Q1 | $84.8K | Hold |
7,500
| – | – | 0.05% | 158 |
|
|
2022
Q4 | $87.5K | Hold |
7,500
| – | – | 0.06% | 148 |
|
|
2022
Q3 | $83K | Buy |
+7,500
| New | +$83K | 0.06% | 142 |
|