GM Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,771
| Closed | -$515K | – | 211 |
|
|
2021
Q4 | $515K | Sell |
6,771
-145
| -2% | -$11K | 0.05% | 127 |
|
|
2021
Q3 | $507K | Buy |
6,916
+463
| +7% | +$33.9K | 0.05% | 125 |
|
|
2021
Q2 | $478K | Hold |
6,453
| – | – | 0.05% | 131 |
|
|
2021
Q1 | $447K | Sell |
6,453
-1,165
| -15% | -$80.7K | 0.05% | 126 |
|
|
2020
Q4 | $472K | Buy |
7,618
+831
| +12% | +$51.5K | 0.06% | 108 |
|
|
2020
Q3 | $371K | Sell |
6,787
-671
| -9% | -$36.7K | 0.06% | 114 |
|
|
2020
Q2 | $390K | Buy |
7,458
+762
| +11% | +$39.8K | 0.07% | 116 |
|
|
2020
Q1 | $293K | Buy |
6,696
+406
| +6% | +$17.8K | 0.08% | 97 |
|
|
2019
Q4 | $345K | Buy |
6,290
+200
| +3% | +$11K | 0.11% | 62 |
|
|
2019
Q3 | $305K | Buy |
6,090
+500
| +9% | +$25K | 0.09% | 76 |
|
|
2019
Q2 | $268K | Buy |
5,590
+735
| +15% | +$35.2K | 0.08% | 85 |
|
|
2019
Q1 | $226K | Buy |
+4,855
| New | +$226K | 0.07% | 96 |
|