Concord Wealth Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-132
| Closed | -$1.5K | – | 951 |
|
|
2023
Q3 | $1.5K | Hold |
132
| – | – | ﹤0.01% | 907 |
|
|
2023
Q2 | $1.59K | Buy |
+132
| New | +$1.59K | ﹤0.01% | 903 |
|
|
2023
Q1 | – | Sell |
-132
| Closed | -$1.54K | – | 1137 |
|
|
2022
Q4 | $1.54K | Buy |
+132
| New | +$1.54K | ﹤0.01% | 997 |
|
|
2022
Q3 | – | Sell |
-132
| Closed | -$2K | – | 742 |
|
|
2022
Q2 | $2K | Buy |
+132
| New | +$2K | ﹤0.01% | 1037 |
|