Portfolio Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-169,426
| Closed | -$9.28M | – | 51 |
|
|
2019
Q4 | $9.28M | Buy |
169,426
+145,988
| +623% | +$8M | 4.26% | 7 |
|
|
2019
Q3 | $1.18M | Buy |
23,438
+16,905
| +259% | +$847K | 0.6% | 31 |
|
|
2019
Q2 | $313K | Hold |
6,533
| – | – | 0.21% | 43 |
|
|
2019
Q1 | $305K | Buy |
+6,533
| New | +$305K | 0.24% | 49 |
|
|
2018
Q4 | – | Sell |
-508
| Closed | -$24K | – | 138 |
|
|
2018
Q3 | $24K | Hold |
508
| – | – | 0.01% | 103 |
|
|
2018
Q2 | $22K | Sell |
508
-181,677
| -100% | -$7.87M | 0.01% | 112 |
|
|
2018
Q1 | $7.55M | Buy |
182,185
+11,118
| +6% | +$461K | 5.82% | 5 |
|
|
2017
Q4 | $7.26M | Buy |
+171,067
| New | +$7.26M | 5.01% | 6 |
|