Coppell Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-286
| Closed | -$26.5K | – | 1264 |
|
|
2024
Q4 | $26.5K | Buy |
286
+44
| +18% | +$4.07K | ﹤0.01% | 772 |
|
|
2024
Q3 | $23.4K | Sell |
242
-18
| -7% | -$1.74K | ﹤0.01% | 795 |
|
|
2024
Q2 | $22.5K | Buy |
+260
| New | +$22.5K | ﹤0.01% | 736 |
|
|
2023
Q4 | $22.7K | Buy |
+268
| New | +$22.7K | ﹤0.01% | 690 |
|
|
2023
Q3 | – | Sell |
-11,541
| Closed | -$915K | – | 1421 |
|
|
2023
Q2 | $915K | Buy |
+11,541
| New | +$915K | 0.26% | 90 |
|