Lionsbridge Wealth Management’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
2024
Q2
Sell
-69,452
Closed -$812K 60
2024
Q1
$812K Sell
69,452
-1,635
-2% -$19.1K 0.63% 44
2023
Q4
$840K Buy
+71,087
New +$840K 0.67% 47