J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $791K | Sell |
10,425
-51,860
| -83% | -$3.93M | ﹤0.01% | 1064 |
|
|
2023
Q2 | $4.97M | Sell |
62,285
-975
| -2% | -$77.8K | 0.03% | 339 |
|
|
2023
Q1 | $4.67M | Sell |
63,260
-2,938
| -4% | -$217K | 0.01% | 603 |
|
|
2022
Q4 | $4.3M | Buy |
66,198
+37,256
| +129% | +$2.42M | 0.01% | 612 |
|
|
2022
Q3 | $1.74M | Sell |
28,942
-3,199
| -10% | -$192K | ﹤0.01% | 894 |
|
|
2022
Q2 | $2.05M | Buy |
32,141
+10,735
| +50% | +$684K | 0.01% | 841 |
|
|
2022
Q1 | $1.6M | Buy |
21,406
+9,257
| +76% | +$691K | ﹤0.01% | 988 |
|
|
2021
Q4 | $925K | Sell |
12,149
-982
| -7% | -$74.8K | ﹤0.01% | 1284 |
|
|
2021
Q3 | $962K | Sell |
13,131
-501
| -4% | -$36.7K | ﹤0.01% | 1229 |
|
|
2021
Q2 | $1.01M | Buy |
13,632
+3,344
| +33% | +$248K | ﹤0.01% | 1195 |
|
|
2021
Q1 | $713K | Sell |
10,288
-175
| -2% | -$12.1K | ﹤0.01% | 1188 |
|
|
2020
Q4 | $649K | Buy |
10,463
+193
| +2% | +$12K | ﹤0.01% | 1187 |
|
|
2020
Q3 | $561K | Buy |
+10,270
| New | +$561K | ﹤0.01% | 1104 |
|
|
2019
Q2 | – | Sell |
-12,214
| Closed | -$570K | – | 1430 |
|
|
2019
Q1 | $570K | Buy |
12,214
+71
| +0.6% | +$3.31K | ﹤0.01% | 980 |
|
|
2018
Q4 | $500K | Buy |
+12,143
| New | +$500K | ﹤0.01% | 964 |
|