Nicolet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,069
| Closed | -$265K | – | 196 |
|
|
2020
Q2 | $265K | Buy |
+5,069
| New | +$265K | 0.04% | 164 |
|
|
2020
Q1 | – | Sell |
-6,690
| Closed | -$366K | – | 206 |
|
|
2019
Q4 | $366K | Buy |
6,690
+87
| +1% | +$4.76K | 0.06% | 120 |
|
|
2019
Q3 | $331K | Hold |
6,603
| – | – | 0.05% | 118 |
|
|
2019
Q2 | $317K | Hold |
6,603
| – | – | 0.05% | 120 |
|
|
2019
Q1 | $308K | Buy |
+6,603
| New | +$308K | 0.05% | 117 |
|