Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-122
| Closed | -$8K | – | 589 |
|
|
2022
Q2 | $8K | Hold |
122
| – | – | ﹤0.01% | 626 |
|
|
2022
Q1 | $9K | Hold |
122
| – | – | ﹤0.01% | 645 |
|
|
2021
Q4 | $9K | Hold |
122
| – | – | ﹤0.01% | 628 |
|
|
2021
Q3 | $9K | Hold |
122
| – | – | ﹤0.01% | 590 |
|
|
2021
Q2 | $9K | Buy |
122
+30
| +33% | +$2.21K | ﹤0.01% | 584 |
|
|
2021
Q1 | $6K | Hold |
92
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 577 |
|