CWA
Clarus Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,161
| Closed | -$254K | – | 715 |
|
|
2018
Q4 | $254K | Buy |
6,161
+81
| +1% | +$3.34K | 0.4% | 50 |
|
|
2018
Q3 | $284K | Sell |
6,080
-16
| -0.3% | -$747 | 0.19% | 73 |
|
|
2018
Q2 | $253K | Hold |
6,096
| – | – | 0.19% | 73 |
|
|
2018
Q1 | $253K | Buy |
6,096
+969
| +19% | +$40.2K | 0.23% | 73 |
|
|
2017
Q4 | $218K | Buy |
+5,127
| New | +$218K | 0.21% | 90 |
|