Eudaimonia Partners’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
Q1 | $3.29M | Buy |
36,578
+3,246
| +10% | +$292K | 0.78% | 26 |
|
2023
Q4 | $2.83M | Buy |
33,332
+4,933
| +17% | +$419K | 0.74% | 29 |
|
2023
Q3 | $2.15M | Buy |
28,399
+822
| +3% | +$62.3K | 0.52% | 38 |
|
2023
Q2 | $2.2M | Buy |
+27,577
| New | +$2.2M | 0.5% | 43 |
|
2023
Q1 | – | Sell |
-3,364
| Closed | -$218K | – | 370 |
|
2022
Q4 | $218K | Hold |
3,364
| – | – | 0.05% | 306 |
|
2022
Q3 | $202K | Sell |
3,364
-650
| -16% | -$39K | 0.05% | 310 |
|
2022
Q2 | $256K | Sell |
4,014
-1,373
| -25% | -$87.6K | 0.05% | 322 |
|
2022
Q1 | $402K | Buy |
+5,387
| New | +$402K | 0.07% | 272 |
|
2021
Q2 | – | Sell |
-863
| Closed | -$60K | – | 991 |
|
2021
Q1 | $60K | Sell |
863
-618
| -42% | -$43K | 0.01% | 590 |
|
2020
Q4 | $92K | Sell |
1,481
-147
| -9% | -$9.13K | 0.02% | 466 |
|
2020
Q3 | $89K | Sell |
1,628
-643
| -28% | -$35.2K | 0.02% | 436 |
|
2020
Q2 | $119K | Sell |
2,271
-682
| -23% | -$35.7K | 0.05% | 327 |
|
2020
Q1 | $129K | Buy |
2,953
+218
| +8% | +$9.52K | 0.06% | 284 |
|
2019
Q4 | $150K | Buy |
+2,735
| New | +$150K | 0.06% | 280 |
|