Partners Capital Investment Group’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
2022
Q1
Sell
-4,809
Closed -$366K 124
2021
Q4
$366K Buy
4,809
+1,809
+60% +$138K 0.02% 113
2021
Q3
$220K Buy
+3,000
New +$220K 0.01% 109