Claraphi Advisory Network’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
Q4 | $2.24M | Buy |
34,448
+16,953
| +97% | +$1.1M | 0.89% | 30 |
|
|
2022
Q3 | $1.05M | Buy |
17,495
+469
| +3% | +$28.1K | 0.57% | 40 |
|
|
2022
Q2 | $1.09M | Sell |
17,026
-137
| -0.8% | -$8.73K | 0.38% | 60 |
|
|
2022
Q1 | $1.28M | Buy |
17,163
+1,191
| +7% | +$89K | 0.37% | 58 |
|
|
2021
Q4 | $1.22M | Sell |
15,972
-602
| -4% | -$45.8K | 0.42% | 55 |
|
|
2021
Q3 | $1.21M | Buy |
16,574
+1,780
| +12% | +$130K | 0.43% | 46 |
|
|
2021
Q2 | $1.1M | Sell |
14,794
-75
| -0.5% | -$5.56K | 0.33% | 59 |
|
|
2021
Q1 | $1.03M | Sell |
14,869
-1,855
| -11% | -$128K | 0.28% | 74 |
|
|
2020
Q4 | $1.04M | Sell |
16,724
-30
| -0.2% | -$1.86K | 0.28% | 64 |
|
|
2020
Q3 | $915K | Buy |
16,754
+925
| +6% | +$50.5K | 0.33% | 54 |
|
|
2020
Q2 | $827K | Sell |
15,829
-400
| -2% | -$20.9K | 0.35% | 55 |
|
|
2020
Q1 | $710K | Buy |
16,229
+490
| +3% | +$21.4K | 0.34% | 54 |
|
|
2019
Q4 | $862K | Buy |
15,739
+976
| +7% | +$53.5K | 0.53% | 37 |
|
|
2019
Q3 | $740K | Buy |
14,763
+1,710
| +13% | +$85.7K | 0.45% | 45 |
|
|
2019
Q2 | $627K | Sell |
13,053
-100
| -0.8% | -$4.8K | 0.37% | 62 |
|
|
2019
Q1 | $613K | Sell |
13,153
-700
| -5% | -$32.6K | 0.38% | 59 |
|
|
2018
Q4 | $570K | Buy |
13,853
+6,753
| +95% | +$278K | 0.44% | 61 |
|
|
2018
Q3 | $332K | Sell |
7,100
-500
| -7% | -$23.4K | 0.19% | 144 |
|
|
2018
Q2 | $331K | Sell |
7,600
-80
| -1% | -$3.48K | 0.21% | 135 |
|
|
2018
Q1 | $318K | Buy |
+7,680
| New | +$318K | 0.23% | 134 |
|