Sequoia Financial Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,656
Closed -$258K 1218
2023
Q3
$258K Sell
8,656
-3,102
-26% -$92.5K ﹤0.01% 743
2023
Q2
$373K Hold
11,758
0.01% 609
2023
Q1
$376K Buy
+11,758
New +$376K 0.01% 545