Gladstone Institutional Advisory’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,320
| Closed | -$157K | – | 683 |
|
|
2023
Q4 | $157K | Buy |
+13,320
| New | +$157K | 0.01% | 633 |
|
|
2023
Q2 | – | Sell |
-25,405
| Closed | -$287K | – | 679 |
|
|
2023
Q1 | $287K | Buy |
25,405
+9,386
| +59% | +$106K | 0.02% | 534 |
|
|
2022
Q4 | $187K | Buy |
16,019
+5,468
| +52% | +$63.8K | 0.01% | 606 |
|
|
2022
Q3 | $117K | Buy |
+10,551
| New | +$117K | 0.01% | 607 |
|