RE Dickinson 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
2022
Q4
Sell
-1,055
Closed -$63K 391
2022
Q3
$63K Hold
1,055
0.05% 67
2022
Q2
$67 Buy
1,055
+5
+0.5% 0.01% 69
2022
Q1
$78K Buy
1,050
+28
+3% +$2.08K 0.05% 71
2021
Q4
$78K Buy
+1,022
New +$78K 0.06% 64