SeaCrest Wealth 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
2024
Q4
Sell
-2,679
Closed -$260K 682
2024
Q3
$260K Sell
2,679
-2,733
-50% -$265K 0.03% 537
2024
Q2
$469K Buy
5,412
+62
+1% +$5.37K 0.05% 336
2024
Q1
$481K Buy
5,350
+1,736
+48% +$156K 0.06% 319
2023
Q4
$300K Buy
+3,614
New +$300K 0.04% 454