Kalos Management’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
Q2 | – | Sell |
-202
| Closed | -$14.9K | – | 276 |
|
|
2023
Q1 | $14.9K | Buy |
+202
| New | +$14.9K | 0.03% | 180 |
|
|
2022
Q1 | – | Sell |
-15,137
| Closed | -$1.18M | – | 259 |
|
|
2021
Q4 | $1.18M | Buy |
15,137
+296
| +2% | +$23K | 0.32% | 77 |
|
|
2021
Q3 | $1.16M | Sell |
14,841
-14,084
| -49% | -$1.1M | 0.33% | 75 |
|
|
2021
Q2 | $2.19M | Sell |
28,925
-634
| -2% | -$48K | 0.89% | 24 |
|
|
2021
Q1 | $2.13M | Buy |
29,559
+13,027
| +79% | +$940K | 0.66% | 33 |
|
|
2020
Q4 | $1.09M | Sell |
16,532
-2,724
| -14% | -$179K | 0.46% | 69 |
|
|
2020
Q3 | $1.13M | Sell |
19,256
-676
| -3% | -$39.6K | 0.5% | 64 |
|
|
2020
Q2 | $1.1M | Sell |
19,932
-430
| -2% | -$23.7K | 0.46% | 69 |
|
|
2020
Q1 | $1.01M | Buy |
+20,362
| New | +$1.01M | 0.45% | 69 |
|