FZCM
Flynn Zito Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $444K | Sell |
4,735
-67
| -1% | -$6.28K | 0.19% | 74 |
|
2025
Q1 | $423K | Sell |
4,802
-89,055
| -95% | -$7.84M | 0.19% | 71 |
|
2024
Q4 | $8.7M | Sell |
93,857
-5,703
| -6% | -$529K | 4.05% | 9 |
|
2024
Q3 | $9.65M | Sell |
99,560
-275
| -0.3% | -$26.7K | 4.67% | 6 |
|
2024
Q2 | $8.65M | Buy |
99,835
+22,330
| +29% | +$1.93M | 4.42% | 7 |
|
2024
Q1 | $6.97M | Buy |
77,505
+73,844
| +2,017% | +$6.64M | 3.6% | 9 |
|
2023
Q4 | $311K | Buy |
+3,661
| New | +$311K | 0.21% | 56 |
|