Concourse Financial Group Securities’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $9.64K | Sell |
|
|||||
|
2024
Q3 | $27K | Buy |
|
|||||
|
2024
Q2 | $22.4K | Hold |
|
|||||
|
2024
Q1 | $23.3K | Sell |
|
|||||
|
2023
Q4 | $23.8K | Sell |
|
|||||
|
2023
Q3 | $21.5K | Buy |
|
|||||
|
2023
Q2 | $21.5K | Hold |
|
|||||
|
2023
Q1 | $19.9K | Hold |
|
|||||
|
2022
Q4 | $17.5K | Sell |
|
|||||
|
2022
Q3 | $18K | Hold |
|
|||||
|
2022
Q2 | $19K | Hold |
|
|||||
|
2022
Q1 | $23K | Buy |
|
|||||
|
2021
Q4 | $10K | Sell |
|
|||||
|
2021
Q3 | $10K | Buy |
|
|||||
|
2021
Q2 | $10K | Hold |
|
|||||
|
2021
Q1 | $10K | Sell |
|
|||||
|
2020
Q4 | $54K | Sell |
|
|||||
|
2020
Q3 | $53K | Hold |
|
|||||
|
2020
Q2 | $50K | Sell |
|
|||||
|
2020
Q1 | $42K | Hold |
|
|||||
|
2019
Q4 | $53K | Buy |
|
|||||
|
2019
Q3 | $38K | Sell |
|
|||||
|
2019
Q2 | $70K | Hold |
|
|||||
|
2019
Q1 | $67K | Buy |
|
|||||
|
2018
Q4 | $47K | Buy |
|
|||||
|
2018
Q3 | – | Hold |
|