Graves Light Lenhart Wealth’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
Q3 | – | Sell |
-398
| Closed | -$25K | – | 413 |
|
|
2022
Q2 | $25K | Hold |
398
| – | – | ﹤0.01% | 390 |
|
|
2022
Q1 | $30K | Hold |
398
| – | – | ﹤0.01% | 416 |
|
|
2021
Q4 | $30K | Hold |
398
| – | – | ﹤0.01% | 484 |
|
|
2021
Q3 | $29K | Hold |
398
| – | – | ﹤0.01% | 448 |
|
|
2021
Q2 | $29K | Hold |
398
| – | – | ﹤0.01% | 449 |
|
|
2021
Q1 | $28K | Hold |
398
| – | – | ﹤0.01% | 451 |
|
|
2020
Q4 | $25K | Buy |
+398
| New | +$25K | ﹤0.01% | 448 |
|