Patriot Financial Group Insurance Agency’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,118
| Closed | -$16K | – | 1346 |
|
|
2022
Q2 | $16K | Sell |
1,118
-592
| -35% | -$8.47K | ﹤0.01% | 1086 |
|
|
2022
Q1 | $29K | Sell |
1,710
-1,394
| -45% | -$23.6K | 0.01% | 955 |
|
|
2021
Q4 | $56K | Buy |
3,104
+306
| +11% | +$5.52K | 0.01% | 820 |
|
|
2021
Q3 | $53K | Buy |
2,798
+505
| +22% | +$9.57K | 0.01% | 853 |
|
|
2021
Q2 | $46K | Buy |
2,293
+4
| +0.2% | +$80 | 0.01% | 864 |
|
|
2021
Q1 | $43K | Sell |
2,289
-194
| -8% | -$3.64K | 0.01% | 816 |
|
|
2020
Q4 | $42K | Buy |
2,483
+1,206
| +94% | +$20.4K | 0.01% | 738 |
|
|
2020
Q3 | $18K | Buy |
1,277
+6
| +0.5% | +$85 | 0.01% | 835 |
|
|
2020
Q2 | $17K | Buy |
1,271
+9
| +0.7% | +$120 | 0.01% | 802 |
|
|
2020
Q1 | $13K | Buy |
1,262
+200
| +19% | +$2.06K | 0.01% | 784 |
|
|
2019
Q4 | $25K | Sell |
1,062
-761
| -42% | -$17.9K | 0.01% | 629 |
|
|
2019
Q3 | $42K | Sell |
1,823
-650
| -26% | -$15K | 0.02% | 472 |
|
|
2019
Q2 | $56K | Buy |
2,473
+4
| +0.2% | +$91 | 0.02% | 415 |
|
|
2019
Q1 | $58K | Hold |
2,469
| – | – | 0.03% | 361 |
|
|
2018
Q4 | $53K | Buy |
2,469
+242
| +11% | +$5.2K | 0.03% | 314 |
|
|
2018
Q3 | $53K | Buy |
2,227
+716
| +47% | +$17K | 0.03% | 292 |
|
|
2018
Q2 | $36K | Buy |
1,511
+100
| +7% | +$2.38K | 0.04% | 219 |
|
|
2018
Q1 | $32K | Buy |
1,411
+100
| +8% | +$2.27K | 0.02% | 385 |
|
|
2017
Q4 | $32K | Buy |
1,311
+661
| +102% | +$16.1K | 0.02% | 371 |
|
|
2017
Q3 | $16K | Buy |
+650
| New | +$16K | 0.01% | 456 |
|