SRSA
S.R. Schill & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-57,407
| Closed | -$4.29M | – | 76 |
|
|
2022
Q1 | $4.29M | Sell |
57,407
-2,622
| -4% | -$196K | 1.8% | 13 |
|
|
2021
Q4 | $4.57M | Buy |
60,029
+152
| +0.3% | +$11.6K | 1.82% | 15 |
|
|
2021
Q3 | $4.39M | Buy |
59,877
+1,196
| +2% | +$87.6K | 1.88% | 12 |
|
|
2021
Q2 | $4.35M | Buy |
58,681
+1,645
| +3% | +$122K | 1.72% | 12 |
|
|
2021
Q1 | $3.95M | Buy |
57,036
+13,980
| +32% | +$968K | 1.74% | 13 |
|
|
2020
Q4 | $2.67M | Buy |
43,056
+12,457
| +41% | +$772K | 1.23% | 18 |
|
|
2020
Q3 | $1.67M | Buy |
+30,599
| New | +$1.67M | 0.85% | 19 |
|