Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,365
| Closed | -$143K | – | 725 |
|
|
2016
Q3 | $143K | Buy |
+6,365
| New | +$143K | 0.05% | 274 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$20K | – | 1264 |
|
|
2015
Q4 | $20K | Hold |
1,000
| – | – | 0.01% | 582 |
|
|
2015
Q3 | $21K | Hold |
1,000
| – | – | 0.01% | 567 |
|
|
2015
Q2 | $22K | Hold |
1,000
| – | – | 0.01% | 576 |
|
|
2015
Q1 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 522 |
|