Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,630
| Closed | -$69K | – | 1304 |
|
|
2021
Q3 | $69K | Sell |
3,630
-750
| -17% | -$14.3K | 0.01% | 784 |
|
|
2021
Q2 | $86K | Buy |
4,380
+3,200
| +271% | +$62.8K | 0.01% | 768 |
|
|
2021
Q1 | $22K | Hold |
1,180
| – | – | ﹤0.01% | 945 |
|
|
2020
Q4 | $19K | Sell |
1,180
-2,520
| -68% | -$40.6K | ﹤0.01% | 767 |
|
|
2020
Q3 | $51.9K | Sell |
3,700
-100
| -3% | -$1.4K | 0.03% | 401 |
|
|
2020
Q2 | $48.6K | Sell |
3,800
-250
| -6% | -$3.2K | 0.03% | 382 |
|
|
2020
Q1 | $40.5K | Buy |
4,050
+900
| +29% | +$9K | 0.03% | 368 |
|
|
2019
Q4 | $80.6K | Buy |
+3,150
| New | +$80.6K | 0.05% | 260 |
|