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Regent Peak Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-491
Closed -$30K – 652
2020
Q4 		$30K Buy
+491
New +$30K 0.01% 387