Morton Capital Management’s VanEck Natural Resources ETF HAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
406,686
-16,940
| -4% | -$880K | 3.75% | 6 |
|
|
2025
Q1 | $21.1M | Sell |
423,626
-8,413
| -2% | -$419K | 4.08% | 6 |
|
|
2024
Q4 | $19.7M | Buy |
432,039
+237,901
| +123% | +$10.8M | 3.71% | 7 |
|
|
2024
Q3 | $10.2M | Buy |
194,138
+11,564
| +6% | +$610K | 2.01% | 9 |
|
|
2024
Q2 | $9.13M | Buy |
182,574
+712
| +0.4% | +$35.6K | 2.17% | 10 |
|
|
2024
Q1 | $9.26M | Buy |
181,862
+39,448
| +28% | +$2.01M | 2.5% | 9 |
|
|
2023
Q4 | $6.95M | Buy |
+142,414
| New | +$6.95M | 2.06% | 9 |
|
|
2023
Q3 | – | Sell |
-108,270
| Closed | -$5.22M | – | 92 |
|
|
2023
Q2 | $5.22M | Buy |
108,270
+92,030
| +567% | +$4.43M | 1.78% | 10 |
|
|
2023
Q1 | $801K | Buy |
+16,240
| New | +$801K | 0.28% | 37 |
|