Parisi Gray Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-700
| Closed | -$52K | – | 377 |
|
|
2021
Q2 | $52K | Buy |
+700
| New | +$52K | 0.02% | 295 |
|
|
2019
Q2 | – | Sell |
-700
| Closed | -$33K | – | 314 |
|
|
2019
Q1 | $33K | Hold |
700
| – | – | 0.02% | 259 |
|
|
2018
Q4 | $29K | Hold |
700
| – | – | 0.02% | 275 |
|
|
2018
Q3 | $33K | Hold |
700
| – | – | 0.02% | 282 |
|
|
2018
Q2 | $31K | Hold |
700
| – | – | 0.02% | 296 |
|
|
2018
Q1 | $29K | Hold |
700
| – | – | 0.02% | 297 |
|
|
2017
Q4 | $30K | Buy |
+700
| New | +$30K | 0.02% | 293 |
|