Lloyd Advisory Services’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
2024
Q2
Sell
-5,400
Closed -$485K 156
2024
Q1
$485K Buy
+5,400
New +$485K 0.1% 122
2021
Q3
Hold
0
414
2021
Q2
Sell
-2,674
Closed -$185K 419
2021
Q1
$185K Buy
+2,674
New +$185K 0.1% 68