San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $504K | Hold |
6,805
| – | – | 0.26% | 107 |
|
|
2021
Q1 | $471K | Buy |
6,805
+55
| +0.8% | +$3.81K | 0.2% | 131 |
|
|
2020
Q4 | $419K | Buy |
6,750
+505
| +8% | +$31.3K | 0.2% | 126 |
|
|
2020
Q3 | $341K | Hold |
6,245
| – | – | 0.18% | 137 |
|
|
2020
Q2 | $326K | Buy |
6,245
+1,415
| +29% | +$73.9K | 0.17% | 134 |
|
|
2020
Q1 | $211K | Buy |
4,830
+1,810
| +60% | +$79.1K | 0.13% | 142 |
|
|
2019
Q4 | $165K | Buy |
3,020
+330
| +12% | +$18K | 0.07% | 218 |
|
|
2019
Q3 | $135K | Buy |
2,690
+270
| +11% | +$13.6K | 0.06% | 242 |
|
|
2019
Q2 | $116K | Sell |
2,420
-310
| -11% | -$14.9K | 0.05% | 259 |
|
|
2019
Q1 | $127K | Buy |
2,730
+1,745
| +177% | +$81.2K | 0.05% | 266 |
|
|
2018
Q4 | $41K | Hold |
985
| – | – | 0.02% | 383 |
|
|
2018
Q3 | $46K | Buy |
985
+445
| +82% | +$20.8K | 0.02% | 395 |
|
|
2018
Q2 | $24K | Buy |
+540
| New | +$24K | 0.01% | 461 |
|