KTM
Keeler Thomas Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,847
| Closed | -$427K | – | 122 |
|
2025
Q1 | $427K | Sell |
4,847
-8,880
| -65% | -$781K | 0.21% | 72 |
|
2024
Q4 | $1.27M | Sell |
13,727
-4,578
| -25% | -$425K | 0.45% | 52 |
|
2024
Q3 | $1.77M | Buy |
18,305
+10,264
| +128% | +$995K | 0.56% | 52 |
|
2024
Q2 | $696K | Sell |
8,041
-5,030
| -38% | -$436K | 0.24% | 56 |
|
2024
Q1 | $1.18M | Buy |
13,071
+2,843
| +28% | +$256K | 0.4% | 54 |
|
2023
Q4 | $866K | Sell |
10,228
-9,303
| -48% | -$788K | 0.34% | 54 |
|
2023
Q3 | $1.39M | Buy |
+19,531
| New | +$1.39M | 0.51% | 52 |
|