Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $18K | Buy |
248
+3
| +1% | +$218 | ﹤0.01% | 1007 |
|
|
2021
Q3 | $17K | Hold |
245
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q2 | $18K | Hold |
245
| – | – | ﹤0.01% | 1120 |
|
|
2021
Q1 | $17K | Hold |
245
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q4 | $15K | Buy |
245
+3
| +1% | +$184 | ﹤0.01% | 1004 |
|
|
2020
Q3 | $13K | Hold |
242
| – | – | ﹤0.01% | 978 |
|
|
2020
Q2 | $12K | Hold |
242
| – | – | ﹤0.01% | 991 |
|
|
2020
Q1 | $10K | Hold |
242
| – | – | ﹤0.01% | 942 |
|
|
2019
Q4 | $13K | Hold |
242
| – | – | ﹤0.01% | 983 |
|
|
2019
Q3 | $12K | Hold |
242
| – | – | ﹤0.01% | 946 |
|
|
2019
Q2 | $11K | Hold |
242
| – | – | ﹤0.01% | 985 |
|
|
2019
Q1 | $11K | Hold |
242
| – | – | ﹤0.01% | 921 |
|
|
2018
Q4 | $10K | Hold |
242
| – | – | ﹤0.01% | 855 |
|
|
2018
Q3 | $11K | Hold |
242
| – | – | ﹤0.01% | 869 |
|
|
2018
Q2 | $10K | Hold |
242
| – | – | ﹤0.01% | 853 |
|
|
2018
Q1 | $10K | Buy |
+242
| New | +$10K | ﹤0.01% | 839 |
|