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Castle Rock Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Castle Rock Wealth Management’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,173
Closed -$138K – 253
2024
Q3 		$138K Hold
12,173
– – 0.03% 241
2024
Q2 		$131K Hold
12,173
– – 0.03% 235
2024
Q1 		$132K Buy
+12,173
New +$132K 0.04% 232