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Beacon Capital Management LLC (Tennessee)’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-239
Closed -$2.79K – 986
2022
Q4 		$2.79K Hold
239
– – ﹤0.01% 747
2022
Q3 		$3K Hold
239
– – ﹤0.01% 688
2022
Q2 		$4K Hold
239
– – ﹤0.01% 680
2022
Q1 		$4K Buy
+239
New +$4.09K ﹤0.01% 681

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SPC
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VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s MORT Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2023, closing a stake of 239 shares — an estimated $2.79K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MORT in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 64 funds tracked by Wall St. Rank hold MORT as of Q1 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 239 VanEck Mortgage REIT Income ETF shares in Q1 2023, an estimated $2.79K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in VanEck Mortgage REIT Income ETF in Q1 2022 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s VanEck Mortgage REIT Income ETF position peaked at $4K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.