Baystate Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.44K | Buy |
52
+1
| +2% | +$85 | ﹤0.01% | 917 |
|
|
2023
Q3 | $3.94K | Hold |
51
| – | – | ﹤0.01% | 711 |
|
|
2023
Q2 | $4.14K | Sell |
51
-36
| -41% | -$2.92K | ﹤0.01% | 733 |
|
|
2023
Q1 | $6.48K | Hold |
87
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $6K | Buy |
87
+1
| +1% | +$69 | ﹤0.01% | 664 |
|
|
2022
Q3 | $5K | Hold |
86
| – | – | ﹤0.01% | 645 |
|
|
2022
Q2 | $6K | Hold |
86
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $6K | Hold |
86
| – | – | ﹤0.01% | 639 |
|
|
2021
Q4 | $7K | Buy |
86
+36
| +72% | +$2.93K | ﹤0.01% | 612 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 614 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 584 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 530 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 535 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 506 |
|