Lionsbridge Wealth Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,578
| Closed | -$756K | – | 69 |
|
|
2024
Q3 | $756K | Sell |
21,578
-272
| -1% | -$9.53K | 0.6% | 55 |
|
|
2024
Q2 | $685K | Buy |
+21,850
| New | +$685K | 0.55% | 49 |
|
|
2024
Q1 | – | Sell |
-24,844
| Closed | -$774K | – | 58 |
|
|
2023
Q4 | $774K | Buy |
24,844
+472
| +2% | +$14.7K | 0.62% | 49 |
|
|
2023
Q3 | $727K | Buy |
24,372
+146
| +0.6% | +$4.36K | 0.69% | 41 |
|
|
2023
Q2 | $769K | Sell |
24,226
-460
| -2% | -$14.6K | 0.69% | 37 |
|
|
2023
Q1 | $789K | Buy |
+24,686
| New | +$789K | 0.73% | 41 |
|