Hochman Cole Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.12M | Buy |
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|
2021
Q2 | $3.77M | Buy |
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2021
Q1 | $3.37M | Buy |
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|
2020
Q4 | $2.92M | Buy |
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|
2020
Q3 | $2.51M | Buy |
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|
2020
Q2 | $2.15M | Buy |
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|
2020
Q1 | $1.78M | Buy |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $880K | Buy |
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|
2019
Q2 | $672K | Sell |
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|
2019
Q1 | $697K | Buy |
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|
2018
Q4 | $562K | Sell |
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|
2018
Q3 | $854K | Hold |
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|
2018
Q2 | $796K | Sell |
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|
2018
Q1 | $1.29M | Sell |
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|
2017
Q4 | $1.42M | Sell |
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|
2017
Q3 | $1.74M | Buy |
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