Hillsdale Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
+14,600
| New | +$154K | 0.01% | 471 |
|
|
2025
Q1 | – | Sell |
-8,930
| Closed | -$94.8K | – | 659 |
|
|
2024
Q4 | $94.8K | Buy |
8,930
+2,450
| +38% | +$26K | ﹤0.01% | 436 |
|
|
2024
Q3 | $78.2K | Hold |
6,480
| – | – | 0.01% | 439 |
|
|
2024
Q2 | $72.5K | Buy |
6,480
+950
| +17% | +$10.6K | 0.01% | 432 |
|
|
2024
Q1 | $64.6K | Buy |
+5,530
| New | +$64.6K | 0.01% | 440 |
|
|
2023
Q4 | – | Sell |
-11,010
| Closed | -$125K | – | 615 |
|
|
2023
Q3 | $125K | Hold |
11,010
| – | – | 0.01% | 384 |
|
|
2023
Q2 | $132K | Buy |
11,010
+9,260
| +529% | +$111K | 0.01% | 356 |
|
|
2023
Q1 | $19.8K | Buy |
+1,750
| New | +$19.8K | ﹤0.01% | 510 |
|
|
2021
Q2 | – | Sell |
-3,700
| Closed | -$70K | – | 621 |
|
|
2021
Q1 | $70K | Sell |
3,700
-2,400
| -39% | -$45.4K | 0.01% | 436 |
|
|
2020
Q4 | $102K | Hold |
6,100
| – | – | 0.01% | 410 |
|
|
2020
Q3 | $85K | Hold |
6,100
| – | – | 0.01% | 415 |
|
|
2020
Q2 | $82K | Buy |
+6,100
| New | +$82K | 0.01% | 409 |
|
|
2015
Q2 | – | Sell |
-63,600
| Closed | -$1.54M | – | 541 |
|
|
2015
Q1 | $1.54M | Buy |
+63,600
| New | +$1.54M | 0.4% | 44 |
|