Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-357
| Closed | -$4K | – | 943 |
|
|
2024
Q3 | $4K | Buy |
357
+2
| +0.6% | +$22 | ﹤0.01% | 960 |
|
|
2024
Q2 | $3K | Sell |
355
-115
| -24% | -$972 | ﹤0.01% | 1020 |
|
|
2024
Q1 | $5.49K | Hold |
470
| – | – | ﹤0.01% | 917 |
|
|
2023
Q4 | $5K | Buy |
470
+5
| +1% | +$53 | ﹤0.01% | 892 |
|
|
2023
Q3 | $5.29K | Buy |
+465
| New | +$5.29K | ﹤0.01% | 930 |
|
|
2023
Q1 | $5K | Buy |
+460
| New | +$5K | ﹤0.01% | 960 |
|
|
2022
Q4 | – | Sell |
-387
| Closed | -$4K | – | 808 |
|
|
2022
Q3 | $4K | Buy |
+387
| New | +$4K | ﹤0.01% | 897 |
|