Castleview Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,304
| Closed | -$1.41M | – | 418 |
|
|
2024
Q4 | $1.41M | Sell |
15,304
-183
| -1% | -$16.9K | 0.76% | 25 |
|
|
2024
Q3 | $1.5M | Buy |
15,487
+250
| +2% | +$24.2K | 0.87% | 20 |
|
|
2024
Q2 | $1.32M | Buy |
15,237
+100
| +0.7% | +$8.66K | 0.75% | 25 |
|
|
2024
Q1 | $1.36M | Sell |
15,137
-380
| -2% | -$34.2K | 0.76% | 23 |
|
|
2023
Q4 | $1.32M | Buy |
15,517
+15,477
| +38,693% | +$1.31M | 0.92% | 17 |
|
|
2023
Q3 | $3.03K | Buy |
+40
| New | +$3.03K | ﹤0.01% | 525 |
|