Royal Fund Management’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
Q2 | – | Sell |
-934
| Closed | -$40K | – | 394 |
|
|
2020
Q1 | $40K | Buy |
934
+144
| +18% | +$6.17K | 0.02% | 239 |
|
|
2019
Q4 | $43K | Buy |
790
+7
| +0.9% | +$381 | 0.01% | 257 |
|
|
2019
Q3 | $39K | Hold |
783
| – | – | 0.01% | 257 |
|
|
2019
Q2 | $37K | Hold |
783
| – | – | 0.01% | 253 |
|
|
2019
Q1 | $36K | Buy |
783
+178
| +29% | +$8.18K | 0.01% | 237 |
|
|
2018
Q4 | $24K | Hold |
605
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $28K | Buy |
605
+99
| +20% | +$4.58K | 0.01% | 241 |
|
|
2018
Q2 | $22K | Hold |
506
| – | – | 0.01% | 278 |
|
|
2018
Q1 | $20K | Hold |
506
| – | – | 0.01% | 279 |
|
|
2017
Q4 | $21K | Buy |
506
+7
| +1% | +$291 | 0.01% | 286 |
|
|
2017
Q3 | $20K | Hold |
499
| – | – | 0.01% | 245 |
|
|
2017
Q2 | $19K | Hold |
499
| – | – | 0.01% | 225 |
|
|
2017
Q1 | $18K | Hold |
499
| – | – | 0.01% | 225 |
|
|
2016
Q4 | $17K | Buy |
+499
| New | +$17K | 0.01% | 215 |
|