Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,875
| Closed | -$249K | – | 303 |
|
|
2021
Q4 | $249K | Hold |
13,875
| – | – | 0.02% | 252 |
|
|
2021
Q3 | $264K | Hold |
13,875
| – | – | 0.02% | 236 |
|
|
2021
Q2 | $275K | Sell |
13,875
-750
| -5% | -$14.9K | 0.02% | 229 |
|
|
2021
Q1 | $277K | Sell |
14,625
-4,375
| -23% | -$82.9K | 0.03% | 217 |
|
|
2020
Q4 | $318K | Buy |
+19,000
| New | +$318K | 0.03% | 206 |
|