Cornerstone Planning Group’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
Q4 | – | Sell |
-63
| Closed | -$6.03K | – | 1461 |
|
|
2024
Q3 | $6.03K | Hold |
63
| – | – | ﹤0.01% | 529 |
|
|
2024
Q2 | $5.5K | Sell |
63
-30
| -32% | -$2.62K | ﹤0.01% | 553 |
|
|
2024
Q1 | $8.01K | Sell |
93
-323
| -78% | -$27.8K | ﹤0.01% | 446 |
|
|
2023
Q4 | $35.3K | Buy |
416
+83
| +25% | +$7.04K | 0.01% | 228 |
|
|
2023
Q3 | $25.3K | Sell |
333
-89
| -21% | -$6.75K | 0.01% | 277 |
|
|
2023
Q2 | $33.7K | Buy |
+422
| New | +$33.7K | 0.01% | 317 |
|
|
2022
Q4 | $67K | Buy |
+984
| New | +$67K | 0.03% | 220 |
|