SEI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,263
| Closed | -$55K | – | 3069 |
|
|
2018
Q2 | $55K | Hold |
1,263
| – | – | ﹤0.01% | 2483 |
|
|
2018
Q1 | $52K | Sell |
1,263
-243
| -16% | -$10K | ﹤0.01% | 2346 |
|
|
2017
Q4 | $64K | Sell |
1,506
-9,959
| -87% | -$423K | ﹤0.01% | 2277 |
|
|
2017
Q3 | $463K | Buy |
11,465
+3,701
| +48% | +$149K | ﹤0.01% | 1657 |
|
|
2017
Q2 | $307K | Buy |
7,764
+7,499
| +2,830% | +$297K | ﹤0.01% | 1765 |
|
|
2017
Q1 | $10K | Sell |
265
-247
| -48% | -$9.32K | ﹤0.01% | 2457 |
|
|
2016
Q4 | $18K | Hold |
512
| – | – | ﹤0.01% | 2359 |
|
|
2016
Q3 | $17K | Buy |
+512
| New | +$17K | ﹤0.01% | 2305 |
|
|
2016
Q2 | – | Sell |
-2,097
| Closed | -$64K | – | 2707 |
|
|
2016
Q1 | $64K | Sell |
2,097
-184
| -8% | -$5.62K | ﹤0.01% | 1783 |
|
|
2015
Q4 | $66K | Buy |
2,281
+206
| +10% | +$5.96K | ﹤0.01% | 1813 |
|
|
2015
Q3 | $58K | Buy |
2,075
+225
| +12% | +$6.29K | ﹤0.01% | 1888 |
|
|
2015
Q2 | $57K | Buy |
+1,850
| New | +$57K | ﹤0.01% | 1664 |
|