Providence Capital 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
Q2 | – | Sell |
-276
| Closed | -$24.8K | – | 364 |
|
|
2024
Q1 | $24.8K | Hold |
276
| – | – | 0.01% | 197 |
|
|
2023
Q4 | $23.4K | Sell |
276
-290
| -51% | -$24.6K | 0.01% | 209 |
|
|
2023
Q3 | $42.9K | Buy |
566
+290
| +105% | +$22K | 0.01% | 166 |
|
|
2023
Q2 | $22K | Sell |
276
-373
| -57% | -$29.8K | 0.01% | 187 |
|
|
2023
Q1 | $47.9K | Buy |
+649
| New | +$47.9K | 0.01% | 145 |
|