Insigneo Advisory Services’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
Q4 | – | Sell |
-4,335
| Closed | -$420K | – | 667 |
|
|
2024
Q3 | $420K | Hold |
4,335
| – | – | 0.04% | 353 |
|
|
2024
Q2 | $378K | Sell |
4,335
-876
| -17% | -$76.4K | 0.04% | 352 |
|
|
2024
Q1 | $468K | Buy |
5,211
+11
| +0.2% | +$989 | 0.06% | 275 |
|
|
2023
Q4 | $441K | Buy |
5,200
+95
| +2% | +$8.06K | 0.06% | 261 |
|
|
2023
Q3 | $387K | Buy |
5,105
+3
| +0.1% | +$228 | 0.08% | 233 |
|
|
2023
Q2 | $407K | Buy |
+5,102
| New | +$407K | 0.08% | 231 |
|