Fulcrum Equity Management’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
Q3
Sell
-29,659
Closed -$2.37M 110
2023
Q2
$2.37M Buy
+29,659
New +$2.37M 2.74% 5
2020
Q1
Sell
-15,921
Closed -$872K 77
2019
Q4
$872K Buy
+15,921
New +$872K 0.46% 33