Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-140
| Closed | -$11K | – | 308 |
|
|
2021
Q4 | $11K | Hold |
140
| – | – | ﹤0.01% | 291 |
|
|
2021
Q3 | $10K | Hold |
140
| – | – | ﹤0.01% | 310 |
|
|
2021
Q2 | $10K | Hold |
140
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $10K | Hold |
140
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $9K | Hold |
140
| – | – | ﹤0.01% | 278 |
|
|
2020
Q3 | $8K | Hold |
140
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 507 |
|
|
2020
Q1 | $6K | Hold |
140
| – | – | ﹤0.01% | 451 |
|
|
2019
Q4 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 443 |
|