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Andina Capital Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Andina Capital Management’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,990
Closed -$224K – 126
2023
Q4 		$224K Buy
+18,990
New +$208K 0.19% 76

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AWA
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return

Andina Capital Management's MORT Position: Q1 2024 in Review

Andina Capital Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2024, closing a stake of 18,990 shares — an estimated $224K sold.

Andina Capital Management first reported a position in MORT in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 77 funds tracked by Wall St. Rank hold MORT as of Q1 2024.

  • Andina Capital Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2024 after selling out during the quarter.
  • Andina Capital Management sold 18,990 VanEck Mortgage REIT Income ETF shares in Q1 2024, an estimated $224K.
  • Andina Capital Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and held it in 1 quarter.
  • Andina Capital Management's VanEck Mortgage REIT Income ETF position peaked at $224K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2024.

Based on Andina Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.