ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.5K | Sell |
202
-11,795
| -98% | -$1.02M | 0.01% | 381 |
|
|
2024
Q1 | $1.08M | Buy |
11,997
+3,928
| +49% | +$353K | 0.22% | 93 |
|
|
2023
Q4 | $685K | Buy |
8,069
+2,441
| +43% | +$207K | 0.15% | 126 |
|
|
2023
Q3 | $427K | Buy |
5,628
+2,355
| +72% | +$179K | 0.12% | 147 |
|
|
2023
Q2 | $261K | Buy |
3,273
+2,073
| +173% | +$165K | 0.07% | 192 |
|
|
2023
Q1 | $88.6K | Sell |
1,200
-17
| -1% | -$1.26K | 0.02% | 357 |
|
|
2022
Q4 | $79K | Sell |
1,217
-2,408
| -66% | -$156K | 0.02% | 413 |
|
|
2022
Q3 | $217K | Hold |
3,625
| – | – | 0.05% | 323 |
|
|
2022
Q2 | $259K | Sell |
3,625
-66
| -2% | -$4.72K | 0.05% | 309 |
|
|
2022
Q1 | $254K | Buy |
+3,691
| New | +$254K | 0.05% | 313 |
|