Aveo Capital Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,675
| Closed | -$248K | – | 114 |
|
|
2020
Q1 | $248K | Buy |
+5,675
| New | +$248K | 0.12% | 130 |
|
|
2019
Q4 | – | Sell |
-4,915
| Closed | -$261K | – | 190 |
|
|
2019
Q3 | $261K | Buy |
+4,915
| New | +$261K | 0.11% | 153 |
|
|
2018
Q3 | – | Sell |
-8,486
| Closed | -$370K | – | 151 |
|
|
2018
Q2 | $370K | Sell |
8,486
-44
| -0.5% | -$1.92K | 0.16% | 89 |
|
|
2018
Q1 | $354K | Buy |
+8,530
| New | +$354K | 0.15% | 92 |
|
|
2017
Q4 | – | Sell |
-9,268
| Closed | -$374K | – | 152 |
|
|
2017
Q3 | $374K | Sell |
9,268
-889
| -9% | -$35.9K | 0.13% | 82 |
|
|
2017
Q2 | $402K | Buy |
10,157
+2,922
| +40% | +$116K | 0.14% | 78 |
|
|
2017
Q1 | $272K | Sell |
7,235
-108
| -1% | -$4.06K | 0.1% | 90 |
|
|
2016
Q4 | $256K | Buy |
+7,343
| New | +$256K | 0.07% | 174 |
|