Petra Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,346
| Closed | -$809K | – | 149 |
|
|
2024
Q3 | $809K | Buy |
+8,346
| New | +$809K | 0.53% | 53 |
|
|
2024
Q1 | – | Sell |
-9,249
| Closed | -$785K | – | 127 |
|
|
2023
Q4 | $785K | Sell |
9,249
-242
| -3% | -$20.5K | 0.66% | 46 |
|
|
2023
Q3 | $720K | Buy |
9,491
+1,273
| +15% | +$96.5K | 0.6% | 54 |
|
|
2023
Q2 | $656K | Buy |
+8,218
| New | +$656K | 0.59% | 51 |
|