Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $236K | Sell |
|
|||||
|
2022
Q1 | $278K | Sell |
|
|||||
|
2021
Q4 | $445K | Buy |
|
|||||
|
2021
Q3 | $363K | Buy |
|
|||||
|
2021
Q2 | $319K | Buy |
|
|||||
|
2021
Q1 | $246K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $241K | Hold |
|
|||||
|
2019
Q3 | $221K | Hold |
|
|||||
|
2019
Q2 | $211K | Hold |
|
|||||
|
2019
Q1 | $205K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $205K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $244K | Sell |
|
|||||
|
2017
Q4 | $295K | Hold |
|
|||||
|
2017
Q3 | $280K | Hold |
|
|||||
|
2017
Q2 | $274K | Hold |
|
|||||
|
2017
Q1 | $260K | Buy |
|
|||||
|
2016
Q4 | $251K | Buy |
|