BDO Wealth Advisors’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
Q2 | $39.9K | Hold |
500
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $36.9K | Hold |
500
| – | – | ﹤0.01% | 474 |
|
|
2022
Q4 | $32.5K | Hold |
500
| – | – | ﹤0.01% | 483 |
|
|
2022
Q3 | $30K | Hold |
500
| – | – | ﹤0.01% | 494 |
|
|
2022
Q2 | $32K | Hold |
500
| – | – | ﹤0.01% | 480 |
|
|
2022
Q1 | $37K | Hold |
500
| – | – | ﹤0.01% | 484 |
|
|
2021
Q4 | $38K | Buy |
+500
| New | +$38K | ﹤0.01% | 491 |
|
|
2021
Q1 | – | Sell |
-60
| Closed | -$4K | – | 1223 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 668 |
|
|
2020
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 637 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 598 |
|
|
2020
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 649 |
|
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 541 |
|
|
2019
Q3 | $3K | Sell |
60
-22
| -27% | -$1.1K | ﹤0.01% | 576 |
|
|
2019
Q2 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 530 |
|