MAM
McCarthy Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-118
| Closed | -$9K | – | 190 |
|
|
2022
Q1 | $9K | Hold |
118
| – | – | 0.01% | 171 |
|
|
2021
Q4 | $9K | Buy |
118
+1
| +0.9% | +$76 | 0.01% | 172 |
|
|
2021
Q3 | $9K | Hold |
117
| – | – | 0.01% | 173 |
|
|
2021
Q2 | $9K | Hold |
117
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $8K | Hold |
117
| – | – | 0.01% | 188 |
|
|
2020
Q4 | $7K | Buy |
+117
| New | +$7K | 0.01% | 183 |
|