Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80
| Closed | -$6.79K | – | 1060 |
|
|
2023
Q4 | $6.79K | Hold |
80
| – | – | ﹤0.01% | 561 |
|
|
2023
Q3 | $6.07K | Hold |
80
| – | – | ﹤0.01% | 580 |
|
|
2023
Q2 | $6.38K | Hold |
80
| – | – | ﹤0.01% | 590 |
|
|
2023
Q1 | $5.91K | Hold |
80
| – | – | ﹤0.01% | 594 |
|
|
2022
Q4 | $5.19K | Buy |
+80
| New | +$5.19K | ﹤0.01% | 610 |
|