JP Morgan Private Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $791K | Sell |
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|
2023
Q2 | $4.97M | Sell |
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|
2023
Q1 | $4.67M | Sell |
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|
2022
Q4 | $4.3M | Buy |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $925K | Sell |
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|
2021
Q3 | $962K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $713K | Sell |
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|
2020
Q4 | $649K | Buy |
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|
2020
Q3 | $561K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $570K | Buy |
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|
2018
Q4 | $500K | Buy |
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