Parkside Financial Bank & Trust’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $598K | Hold |
6,375
| – | – | 0.06% | 213 |
|
2025
Q1 | $561K | Hold |
6,375
| – | – | 0.07% | 200 |
|
2024
Q4 | $591K | Buy |
+6,375
| New | +$591K | 0.08% | 187 |
|
2023
Q3 | – | Sell |
-1,673
| Closed | -$133K | – | 2085 |
|
2023
Q2 | $133K | Sell |
1,673
-329
| -16% | -$26.3K | 0.03% | 340 |
|
2023
Q1 | $148K | Buy |
+2,002
| New | +$148K | 0.04% | 292 |
|
2022
Q1 | – | Sell |
-22
| Closed | -$2K | – | 1886 |
|
2021
Q4 | $2K | Sell |
22
-32
| -59% | -$2.91K | ﹤0.01% | 1623 |
|
2021
Q3 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 1341 |
|