Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $13.1M | Buy |
240,074
+71,556
| +42% | +$3.91M | 0.08% | 239 |
|
|
2019
Q3 | $8.45M | Buy |
168,518
+6,387
| +4% | +$320K | 0.06% | 317 |
|
|
2019
Q2 | $7.79M | Buy |
162,131
+27,421
| +20% | +$1.32M | 0.06% | 329 |
|
|
2019
Q1 | $6.28M | Buy |
134,710
+3,838
| +3% | +$179K | 0.05% | 376 |
|
|
2018
Q4 | $5.39M | Sell |
130,872
-15,417
| -11% | -$635K | 0.05% | 350 |
|
|
2018
Q3 | $6.84M | Buy |
146,289
+9,179
| +7% | +$429K | 0.06% | 291 |
|
|
2018
Q2 | $5.69M | Hold |
137,110
| – | – | 0.05% | 327 |
|
|
2018
Q1 | $5.69M | Buy |
137,110
+35,310
| +35% | +$1.46M | 0.05% | 327 |
|
|
2017
Q4 | $4.32M | Buy |
101,800
+38,633
| +61% | +$1.64M | 0.04% | 390 |
|
|
2017
Q3 | $2.55M | Sell |
63,167
-18,595
| -23% | -$750K | 0.03% | 530 |
|
|
2017
Q2 | $3.23M | Buy |
81,762
+23,038
| +39% | +$911K | 0.04% | 422 |
|
|
2017
Q1 | $2.2M | Buy |
58,724
+8,983
| +18% | +$337K | 0.03% | 531 |
|
|
2016
Q4 | $1.73M | Buy |
49,741
+10,428
| +27% | +$363K | 0.02% | 574 |
|
|
2016
Q3 | $1.34M | Buy |
39,313
+1,468
| +4% | +$50K | 0.02% | 649 |
|
|
2016
Q2 | $1.23M | Sell |
37,845
-13,984
| -27% | -$454K | 0.02% | 661 |
|
|
2016
Q1 | $1.59M | Sell |
51,829
-17,203
| -25% | -$529K | 0.03% | 508 |
|
|
2015
Q4 | $2M | Sell |
69,032
-7,087
| -9% | -$205K | 0.04% | 415 |
|
|
2015
Q3 | $2.13M | Sell |
76,119
-4,322
| -5% | -$121K | 0.04% | 373 |
|
|
2015
Q2 | $2.47M | Buy |
80,441
+1,057
| +1% | +$32.4K | 0.05% | 368 |
|
|
2015
Q1 | $2.41M | Sell |
79,384
-1,078
| -1% | -$32.7K | 0.05% | 375 |
|
|
2014
Q4 | $2.5M | Buy |
80,462
+8,443
| +12% | +$262K | 0.06% | 303 |
|
|
2014
Q3 | $2.26M | Buy |
72,019
+6,624
| +10% | +$207K | 0.06% | 256 |
|
|
2014
Q2 | $2M | Buy |
65,395
+3,852
| +6% | +$118K | 0.05% | 298 |
|
|
2014
Q1 | $1.8M | Buy |
61,543
+9,287
| +18% | +$272K | 0.05% | 291 |
|
|
2013
Q4 | $1.51M | Buy |
52,256
+15,947
| +44% | +$460K | 0.05% | 320 |
|
|
2013
Q3 | $986K | Buy |
36,309
+18,627
| +105% | +$506K | 0.03% | 419 |
|
|
2013
Q2 | $432K | Buy |
+17,682
| New | +$432K | 0.02% | 681 |
|