HCIA
Hochman Cole Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.12M | Buy |
56,287
+5,444
| +11% | +$399K | 1.61% | 17 |
|
|
2021
Q2 | $3.77M | Buy |
50,843
+2,264
| +5% | +$168K | 1.5% | 21 |
|
|
2021
Q1 | $3.37M | Buy |
48,579
+1,550
| +3% | +$107K | 1.41% | 22 |
|
|
2020
Q4 | $2.92M | Buy |
47,029
+1,065
| +2% | +$66K | 1.26% | 23 |
|
|
2020
Q3 | $2.51M | Buy |
45,964
+4,751
| +12% | +$259K | 1.24% | 23 |
|
|
2020
Q2 | $2.15M | Buy |
41,213
+467
| +1% | +$24.4K | 1.19% | 25 |
|
|
2020
Q1 | $1.78M | Buy |
40,746
+16,035
| +65% | +$701K | 1.22% | 24 |
|
|
2019
Q4 | $1.35M | Buy |
24,711
+7,173
| +41% | +$393K | 0.74% | 33 |
|
|
2019
Q3 | $880K | Buy |
17,538
+3,542
| +25% | +$178K | 0.55% | 42 |
|
|
2019
Q2 | $672K | Sell |
13,996
-953
| -6% | -$45.8K | 0.4% | 52 |
|
|
2019
Q1 | $697K | Buy |
14,949
+1,290
| +9% | +$60.1K | 0.42% | 50 |
|
|
2018
Q4 | $562K | Sell |
13,659
-4,612
| -25% | -$190K | 0.39% | 56 |
|
|
2018
Q3 | $854K | Hold |
18,271
| – | – | 0.53% | 45 |
|
|
2018
Q2 | $796K | Sell |
18,271
-12,826
| -41% | -$559K | 0.52% | 47 |
|
|
2018
Q1 | $1.29M | Sell |
31,097
-2,430
| -7% | -$101K | 0.9% | 31 |
|
|
2017
Q4 | $1.42M | Sell |
33,527
-9,506
| -22% | -$403K | 0.9% | 32 |
|
|
2017
Q3 | $1.74M | Buy |
+43,033
| New | +$1.74M | 1.14% | 26 |
|