Raymond James Financial Services Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.39M | Buy |
68,329
+214
| +0.3% | +$7.5K | ﹤0.01% | 1640 |
|
|
2024
Q2 | $2.18M | Sell |
68,115
-1,570
| -2% | -$50.2K | ﹤0.01% | 1615 |
|
|
2024
Q1 | $2.38M | Buy |
69,685
+5,340
| +8% | +$182K | ﹤0.01% | 1558 |
|
|
2023
Q4 | $2.03M | Buy |
64,345
+5,975
| +10% | +$188K | ﹤0.01% | 1560 |
|
|
2023
Q3 | $1.66M | Buy |
58,370
+5,017
| +9% | +$143K | ﹤0.01% | 1601 |
|
|
2023
Q2 | $1.6M | Buy |
53,353
+23,750
| +80% | +$711K | ﹤0.01% | 1644 |
|
|
2023
Q1 | $842K | Buy |
+29,603
| New | +$842K | ﹤0.01% | 2012 |
|