Financial Sense Advisors’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 |
-187,794
| Closed | -$12.2M | – | 94 |
|
|
2022
Q4 | $12.2M | Buy |
187,794
+74,643
| +66% | +$4.85M | 4.99% | 4 |
|
|
2022
Q3 | $6.79M | Sell |
113,151
-4,877
| -4% | -$293K | 2.87% | 6 |
|
|
2022
Q2 | $7.52M | Buy |
+118,028
| New | +$7.52M | 2.75% | 8 |
|
|
2022
Q1 | – | Sell |
-132,331
| Closed | -$10.1M | – | 116 |
|
|
2021
Q4 | $10.1M | Buy |
+132,331
| New | +$10.1M | 3.46% | 6 |
|