Geneos Wealth Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$3.14K | – | 2593 |
|
|
2024
Q2 | $3.14K | Hold |
100
| – | – | ﹤0.01% | 1803 |
|
|
2024
Q1 | $3.11K | Sell |
100
-100
| -50% | -$3.11K | ﹤0.01% | 1800 |
|
|
2023
Q4 | $6.23K | Hold |
200
| – | – | ﹤0.01% | 1672 |
|
|
2023
Q3 | $5.97K | Hold |
200
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q2 | $6.35K | Hold |
200
| – | – | ﹤0.01% | 1682 |
|
|
2023
Q1 | $6.39K | Hold |
200
| – | – | ﹤0.01% | 1670 |
|
|
2022
Q4 | $5.79K | Sell |
200
-190
| -49% | -$5.5K | ﹤0.01% | 1674 |
|
|
2022
Q3 | $9K | Hold |
390
| – | – | ﹤0.01% | 1544 |
|
|
2022
Q2 | $11K | Hold |
390
| – | – | ﹤0.01% | 1909 |
|
|
2022
Q1 | $12K | Buy |
390
+100
| +34% | +$3.08K | ﹤0.01% | 2012 |
|
|
2021
Q4 | $9K | Buy |
+290
| New | +$9K | ﹤0.01% | 2221 |
|