Blue Trust Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,166
| Closed | -$88K | – | 2520 |
|
|
2023
Q4 | $88K | Hold |
1,166
| – | – | ﹤0.01% | 734 |
|
|
2023
Q3 | $93K | Sell |
1,166
-1,471
| -56% | -$117K | ﹤0.01% | 646 |
|
|
2023
Q2 | $195K | Buy |
2,637
+1,471
| +126% | +$109K | ﹤0.01% | 369 |
|
|
2023
Q1 | $76K | Hold |
1,166
| – | – | ﹤0.01% | 861 |
|
|
2022
Q4 | $70K | Hold |
1,166
| – | – | ﹤0.01% | 792 |
|
|
2022
Q3 | $74K | Hold |
1,166
| – | – | ﹤0.01% | 626 |
|
|
2022
Q2 | $87K | Buy |
+1,166
| New | +$87K | ﹤0.01% | 541 |
|