RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,343
| Closed | -$238K | – | 36 |
|
|
2019
Q4 | $238K | Hold |
4,343
| – | – | 0.72% | 29 |
|
|
2019
Q3 | $218K | Hold |
4,343
| – | – | 0.63% | 32 |
|
|
2019
Q2 | $209K | Hold |
4,343
| – | – | 0.66% | 31 |
|
|
2019
Q1 | $203K | Buy |
+4,343
| New | +$203K | 1.17% | 16 |
|
|
2018
Q4 | – | Sell |
-4,343
| Closed | -$203K | – | 30 |
|
|
2018
Q3 | $203K | Buy |
+4,343
| New | +$203K | 0.69% | 42 |
|