Centerpoint Advisors’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
Q2 | $42K | Sell |
450
-66
| -13% | -$6.16K | 0.01% | 172 |
|
2025
Q1 | $45K | Sell |
516
-100
| -16% | -$8.72K | 0.02% | 169 |
|
2024
Q4 | $57K | Hold |
616
| – | – | 0.02% | 162 |
|
2024
Q3 | $60K | Hold |
616
| – | – | 0.02% | 159 |
|
2024
Q2 | $53K | Hold |
616
| – | – | 0.02% | 169 |
|
2024
Q1 | $55K | Buy |
+616
| New | +$55K | 0.02% | 153 |
|