CT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $121K | Hold |
5,016
| – | – | 0.07% | 185 |
|
|
2016
Q4 | $110K | Hold |
5,016
| – | – | 0.07% | 193 |
|
|
2016
Q3 | $113K | Sell |
5,016
-266
| -5% | -$5.98K | 0.07% | 188 |
|
|
2016
Q2 | $114K | Hold |
5,282
| – | – | 0.07% | 188 |
|
|
2016
Q1 | $107K | Hold |
5,282
| – | – | 0.06% | 206 |
|
|
2015
Q4 | $103K | Hold |
5,282
| – | – | 0.06% | 206 |
|
|
2015
Q3 | $109K | Hold |
5,282
| – | – | 0.07% | 201 |
|
|
2015
Q2 | $116K | Hold |
5,282
| – | – | 0.07% | 206 |
|
|
2015
Q1 | $128K | Buy |
5,282
+2,133
| +68% | +$51.7K | 0.07% | 205 |
|
|
2014
Q4 | $74.6K | Buy |
+3,149
| New | +$74.6K | 0.06% | 199 |
|
|
2014
Q1 | $128K | Buy |
+5,282
| New | +$128K | 0.07% | 205 |
|