Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.68M | Buy |
28,033
+3,784
| +16% | +$227K | 0.07% | 274 |
|
|
2022
Q2 | $1.57M | Buy |
24,249
+1,692
| +8% | +$109K | 0.07% | 295 |
|
|
2022
Q1 | $1.69M | Buy |
22,557
+475
| +2% | +$35.5K | 0.06% | 287 |
|
|
2021
Q4 | $1.69M | Buy |
22,082
+6,634
| +43% | +$507K | 0.08% | 254 |
|
|
2021
Q3 | $1.13M | Buy |
+15,448
| New | +$1.13M | 0.06% | 313 |
|
|
2015
Q4 | – | Sell |
-10,258
| Closed | -$287K | – | 138 |
|
|
2015
Q3 | $287K | Sell |
10,258
-733
| -7% | -$20.5K | 0.11% | 119 |
|
|
2015
Q2 | $337K | Buy |
+10,991
| New | +$337K | 0.17% | 86 |
|