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Bard Financial Services’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Bard Financial Services’s Portfolio MOTI Stock Details MOTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,550
Closed -$240K – 276
2023
Q2 		$240K Hold
7,550
– – 0.02% 275
2023
Q1 		$241K Hold
7,550
– – 0.02% 278
2022
Q4 		$218K Buy
+7,550
New +$210K 0.02% 273
2022
Q3 		– Sell
-7,850
Closed -$227K – 296
2022
Q2 		$227K Sell
7,850
-9,050
-54% -$274K 0.02% 262
2022
Q1 		$536K Sell
16,900
-3,500
-17% -$114K 0.04% 188
2021
Q4 		$655K Hold
20,400
– – 0.05% 173
2021
Q3 		$685K Sell
20,400
-19,000
-48% -$655K 0.06% 165
2021
Q2 		$1.41M Sell
39,400
-19,000
-33% -$696K 0.13% 124
2021
Q1 		$2.09M Buy
58,400
+1,250
+2% +$43.8K 0.2% 105
2020
Q4 		$1.92M Buy
+57,150
New +$1.81M 0.19% 104

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SFBLI
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LPL Financial
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Janney Montgomery Scott
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Morgan Stanley
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Osaic Holdings
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return