Rowland Carmichael 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
Q4 | $177K | Hold |
2,860
| – | – | 0.06% | 300 |
|
|
2020
Q3 | $156K | Hold |
2,860
| – | – | 0.06% | 278 |
|
|
2020
Q2 | $149K | Hold |
2,860
| – | – | 0.06% | 269 |
|
|
2020
Q1 | $125K | Buy |
+2,860
| New | +$125K | 0.06% | 249 |
|
|
2019
Q4 | – | Sell |
-2,860
| Closed | -$143K | – | 361 |
|
|
2019
Q3 | $143K | Hold |
2,860
| – | – | 0.05% | 280 |
|
|
2019
Q2 | $137K | Hold |
2,860
| – | – | 0.05% | 268 |
|
|
2019
Q1 | $133K | Hold |
2,860
| – | – | 0.05% | 260 |
|
|
2018
Q4 | $118K | Buy |
+2,860
| New | +$118K | 0.05% | 233 |
|