Guardian Wealth Advisors (North Carolina)’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
Q3 | – | Sell |
-3,546
| Closed | -$39.7K | – | 464 |
|
|
2024
Q2 | $39.7K | Hold |
3,546
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $41.5K | Hold |
3,546
| – | – | 0.01% | 329 |
|
|
2023
Q4 | $41.9K | Hold |
3,546
| – | – | 0.01% | 316 |
|
|
2023
Q3 | $40.3K | Hold |
3,546
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $42.6K | Hold |
3,546
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $40.1K | Buy |
+3,546
| New | +$40.1K | 0.01% | 284 |
|