Prime Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,256
| Closed | -$375K | – | 1028 |
|
|
2025
Q1 | $375K | Buy |
+4,256
| New | +$375K | ﹤0.01% | 762 |
|
|
2024
Q2 | – | Sell |
-2,670
| Closed | -$240K | – | 975 |
|
|
2024
Q1 | $240K | Hold |
2,670
| – | – | ﹤0.01% | 852 |
|
|
2023
Q4 | $227K | Hold |
2,670
| – | – | ﹤0.01% | 837 |
|
|
2023
Q3 | $202K | Sell |
2,670
-186
| -7% | -$14.1K | ﹤0.01% | 684 |
|
|
2023
Q2 | $228K | Buy |
+2,856
| New | +$228K | ﹤0.01% | 675 |
|