MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-500
| Closed | -$27K | – | 255 |
|
|
2019
Q4 | $27K | Hold |
500
| – | – | ﹤0.01% | 417 |
|
|
2019
Q3 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 392 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$17K | – | 480 |
|
|
2016
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 493 |
|
|
2016
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 488 |
|
|
2016
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 474 |
|
|
2015
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 490 |
|
|
2015
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 517 |
|
|
2015
Q2 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 469 |
|