HCR Wealth Advisors’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
Q2 | – | Sell |
-8,021
| Closed | -$599K | – | 191 |
|
|
2022
Q1 | $599K | Sell |
8,021
-540
| -6% | -$40.3K | 0.1% | 113 |
|
|
2021
Q4 | $652K | Buy |
8,561
+557
| +7% | +$42.4K | 0.1% | 120 |
|
|
2021
Q3 | $586K | Buy |
+8,004
| New | +$586K | 0.1% | 121 |
|
|
2021
Q1 | – | Sell |
-1,406
| Closed | -$87K | – | 238 |
|
|
2020
Q4 | $87K | Buy |
1,406
+32
| +2% | +$1.98K | 0.02% | 190 |
|
|
2020
Q3 | $75K | Buy |
1,374
+6
| +0.4% | +$328 | 0.02% | 172 |
|
|
2020
Q2 | $72K | Sell |
1,368
-447
| -25% | -$23.5K | 0.02% | 171 |
|
|
2020
Q1 | $79K | Sell |
1,815
-384
| -17% | -$16.7K | 0.02% | 163 |
|
|
2019
Q4 | $120K | Buy |
+2,199
| New | +$120K | 0.03% | 163 |
|