Lake Point Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-650
| Closed | -$48K | – | 440 |
|
|
2021
Q2 | $48K | Buy |
+650
| New | +$48K | 0.02% | 67 |
|
|
2020
Q1 | – | Sell |
-367
| Closed | -$20K | – | 429 |
|
|
2019
Q4 | $20K | Buy |
+367
| New | +$20K | 0.01% | 209 |
|
|
2019
Q2 | $18K | Hold |
367
| – | – | 0.01% | 253 |
|
|
2019
Q1 | $18K | Buy |
367
+24
| +7% | +$1.18K | 0.01% | 253 |
|
|
2018
Q4 | $14K | Buy |
+343
| New | +$14K | 0.01% | 404 |
|