Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-61
| Closed | -$5.18K | – | 1603 |
|
|
2023
Q4 | $5.18K | Buy |
61
+16
| +36% | +$1.36K | ﹤0.01% | 982 |
|
|
2023
Q3 | $3.41K | Buy |
+45
| New | +$3.41K | ﹤0.01% | 1050 |
|
|
2021
Q4 | – | Sell |
-106
| Closed | -$8K | – | 1291 |
|
|
2021
Q3 | $8K | Buy |
+106
| New | +$8K | ﹤0.01% | 810 |
|
|
2021
Q2 | – | Sell |
-22
| Closed | -$2K | – | 1220 |
|
|
2021
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1064 |
|
|
2020
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1069 |
|
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 989 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1032 |
|
|
2019
Q3 | $1K | Sell |
22
-61
| -73% | -$2.77K | ﹤0.01% | 1021 |
|
|
2019
Q2 | $4K | Buy |
83
+61
| +277% | +$2.94K | ﹤0.01% | 800 |
|
|
2019
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 806 |
|
|
2018
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 878 |
|