Ferris Capital’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 | $8.44M | Buy |
113,041
+3,821
| +3% | +$285K | 1.93% | 10 |
|
|
2021
Q4 | $8.31M | Buy |
109,220
+2,782
| +3% | +$212K | 1.81% | 11 |
|
|
2021
Q3 | $8.23M | Buy |
+106,438
| New | +$8.23M | 1.77% | 12 |
|
|
2021
Q2 | – | Sell |
-70,767
| Closed | -$4.9M | – | 139 |
|
|
2021
Q1 | $4.9M | Buy |
70,767
+41,982
| +146% | +$2.91M | 1.22% | 19 |
|
|
2020
Q4 | $1.79M | Buy |
+28,785
| New | +$1.79M | 0.5% | 49 |
|