Axxcess Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-17,800
Closed -$202K 897
2023
Q3
$202K Buy
+17,800
New +$202K 0.01% 734
2023
Q2
Sell
-17,749
Closed -$201K 650
2023
Q1
$201K Buy
+17,749
New +$201K 0.02% 589