JWM
Jackson Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-69,835
| Closed | -$5.3M | – | 151 |
|
|
2023
Q3 | $5.3M | Buy |
69,835
+6,870
| +11% | +$521K | 0.76% | 30 |
|
|
2023
Q2 | $5.02M | Buy |
+62,965
| New | +$5.02M | 0.74% | 30 |
|
|
2021
Q4 | – | Sell |
-82,020
| Closed | -$18K | – | 118 |
|
|
2021
Q3 | $18K | Sell |
82,020
-4,953
| -6% | -$1.09K | 0.22% | 61 |
|
|
2021
Q2 | $6.44M | Buy |
+86,973
| New | +$6.44M | 0.81% | 37 |
|