Barometer Capital Management’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
Q1 | – | Sell |
-29,780
| Closed | -$1.63M | – | 132 |
|
2019
Q4 | $1.63M | Buy |
+29,780
| New | +$1.63M | 0.26% | 81 |
|
2019
Q2 | – | Sell |
-90,600
| Closed | -$4.23M | – | 158 |
|
2019
Q1 | $4.23M | Sell |
90,600
-32,000
| -26% | -$1.49M | 0.48% | 71 |
|
2018
Q4 | $5.05M | Buy |
122,600
+5,700
| +5% | +$235K | 1.03% | 27 |
|
2018
Q3 | $5.47M | Buy |
+116,900
| New | +$5.47M | 0.42% | 96 |
|
2016
Q3 | – | Sell |
-96,400
| Closed | -$3.14M | – | 162 |
|
2016
Q2 | $3.14M | Buy |
96,400
+61,000
| +172% | +$1.98M | 0.31% | 59 |
|
2016
Q1 | $1.09M | Buy |
+35,400
| New | +$1.09M | 0.11% | 110 |
|