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