Cary Street Partners Investment Advisory’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,800
| Closed | -$20.5K | – | 1358 |
|
|
2023
Q3 | $20.5K | Hold |
1,800
| – | – | ﹤0.01% | 1113 |
|
|
2023
Q2 | $21.6K | Hold |
1,800
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q1 | $20.3K | Hold |
1,800
| – | – | ﹤0.01% | 964 |
|
|
2022
Q4 | $21K | Buy |
+1,800
| New | +$21K | ﹤0.01% | 963 |
|
|
2020
Q4 | – | Sell |
-1,800
| Closed | -$25K | – | 670 |
|
|
2020
Q3 | $25K | Buy |
+1,800
| New | +$25K | 0.01% | 609 |
|