Csenge Advisory 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
Q2 | – | Sell |
-17,893
| Closed | -$1.61M | – | 724 |
|
|
2024
Q1 | $1.61M | Sell |
17,893
-1,766
| -9% | -$159K | 0.09% | 180 |
|
|
2023
Q4 | $1.67M | Sell |
19,659
-79
| -0.4% | -$6.71K | 0.1% | 162 |
|
|
2023
Q3 | $1.5M | Sell |
19,738
-13,768
| -41% | -$1.04M | 0.1% | 165 |
|
|
2023
Q2 | $2.67M | Buy |
33,506
+480
| +1% | +$38.3K | 0.18% | 104 |
|
|
2023
Q1 | $2.44M | Sell |
33,026
-3,017
| -8% | -$223K | 0.18% | 108 |
|
|
2022
Q4 | $2.34M | Sell |
36,043
-908
| -2% | -$58.9K | 0.18% | 104 |
|
|
2022
Q3 | $2.22M | Sell |
36,951
-2,830
| -7% | -$170K | 0.18% | 100 |
|
|
2022
Q2 | $2.54M | Sell |
39,781
-4,440
| -10% | -$283K | 0.21% | 98 |
|
|
2022
Q1 | $3.3M | Buy |
44,221
+1,943
| +5% | +$145K | 0.26% | 71 |
|
|
2021
Q4 | $3.15M | Buy |
42,278
+3,896
| +10% | +$290K | 0.28% | 70 |
|
|
2021
Q3 | $2.85M | Sell |
38,382
-3,896
| -9% | -$289K | 0.24% | 83 |
|
|
2021
Q2 | $3.15M | Buy |
42,278
+29,627
| +234% | +$2.21M | 0.28% | 70 |
|
|
2021
Q1 | $901K | Sell |
12,651
-1,232
| -9% | -$87.7K | 0.09% | 176 |
|
|
2020
Q4 | $861K | Sell |
13,883
-6,700
| -33% | -$416K | 0.1% | 151 |
|
|
2020
Q3 | $1.13M | Sell |
20,583
-182,394
| -90% | -$10M | 0.16% | 111 |
|
|
2020
Q2 | $10.6M | Buy |
202,977
+130,532
| +180% | +$6.82M | 1.52% | 12 |
|
|
2020
Q1 | $3.17M | Buy |
+72,445
| New | +$3.17M | 0.83% | 21 |
|