HM Payson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-644
| Closed | -$40K | – | 1160 |
|
|
2020
Q4 | $40K | Hold |
644
| – | – | ﹤0.01% | 640 |
|
|
2020
Q3 | $35K | Hold |
644
| – | – | ﹤0.01% | 625 |
|
|
2020
Q2 | $34K | Hold |
644
| – | – | ﹤0.01% | 571 |
|
|
2020
Q1 | $28K | Hold |
644
| – | – | ﹤0.01% | 586 |
|
|
2019
Q4 | $35K | Buy |
+644
| New | +$35K | ﹤0.01% | 635 |
|