DOHJ LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,351
| Closed | -$218K | – | 93 |
|
|
2022
Q4 | $218K | Buy |
+3,351
| New | +$218K | 0.12% | 85 |
|
|
2022
Q3 | – | Sell |
-3,310
| Closed | -$211K | – | 83 |
|
|
2022
Q2 | $211K | Hold |
3,310
| – | – | 0.12% | 81 |
|
|
2022
Q1 | $247K | Sell |
3,310
-558
| -14% | -$41.6K | 0.12% | 88 |
|
|
2021
Q4 | $294K | Buy |
3,868
+42
| +1% | +$3.19K | 0.13% | 91 |
|
|
2021
Q3 | $291K | Hold |
3,826
| – | – | 0.14% | 90 |
|
|
2021
Q2 | $283K | Hold |
3,826
| – | – | 0.15% | 86 |
|
|
2021
Q1 | $265K | Hold |
3,826
| – | – | 0.15% | 81 |
|
|
2020
Q4 | $247K | Sell |
3,826
-972
| -20% | -$62.8K | 0.15% | 77 |
|
|
2020
Q3 | $271K | Hold |
4,798
| – | – | 0.17% | 66 |
|
|
2020
Q2 | $259K | Sell |
4,798
-1,705
| -26% | -$92K | 0.18% | 59 |
|
|
2020
Q1 | $284K | Sell |
6,503
-1,724
| -21% | -$75.3K | 0.28% | 52 |
|
|
2019
Q4 | $451K | Buy |
+8,227
| New | +$451K | 0.4% | 51 |
|