Retirement Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $117K | Buy |
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|
2023
Q4 | $104K | Buy |
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|
2023
Q3 | $92.9K | Buy |
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|
2023
Q2 | $81.8K | Hold |
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|
2023
Q1 | $76K | Hold |
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|
2022
Q4 | $67K | Buy |
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|
2022
Q3 | $55K | Sell |
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|
2022
Q2 | $71K | Sell |
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|
2022
Q1 | $129K | Sell |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $137K | Hold |
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|
2021
Q2 | $138K | Buy |
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|
2021
Q1 | $120K | Buy |
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|
2020
Q4 | $107K | Sell |
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|
2020
Q3 | $145K | Hold |
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|
2020
Q2 | $139K | Buy |
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|
2019
Q4 | $136K | Buy |
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