Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14
| Closed | – | – | 439 |
|
|
2019
Q1 | $0 | Sell |
14
-479
| -97% | – | ﹤0.01% | 427 |
|
|
2018
Q4 | $20K | Sell |
493
-4,698
| -91% | -$191K | 0.02% | 191 |
|
|
2018
Q3 | $241K | Sell |
5,191
-2,496
| -32% | -$116K | 0.16% | 70 |
|
|
2018
Q2 | $335K | Sell |
7,687
-777
| -9% | -$33.9K | 0.24% | 53 |
|
|
2018
Q1 | $352K | Buy |
+8,464
| New | +$352K | 0.26% | 54 |
|