Legacy Capital Wealth Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-108,277
| Closed | -$1.26M | – | 256 |
|
|
2022
Q4 | $1.26M | Buy |
108,277
+6,365
| +6% | +$74.3K | 0.6% | 32 |
|
|
2022
Q3 | $1.13M | Buy |
101,912
+1,374
| +1% | +$15.2K | 0.6% | 30 |
|
|
2022
Q2 | $1.41M | Buy |
100,538
+10,338
| +11% | +$145K | 0.71% | 30 |
|
|
2022
Q1 | $1.54M | Sell |
90,200
-1,286
| -1% | -$22K | 0.66% | 30 |
|
|
2021
Q4 | $1.62M | Buy |
91,486
+7,330
| +9% | +$130K | 0.67% | 23 |
|
|
2021
Q3 | $3.26M | Buy |
+84,156
| New | +$3.26M | 1.27% | 22 |
|