Sheaff Brock Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,673
| Closed | -$354K | – | 488 |
|
|
2023
Q3 | $354K | Hold |
4,673
| – | – | 0.03% | 293 |
|
|
2023
Q2 | $373K | Buy |
+4,673
| New | +$373K | 0.03% | 300 |
|
|
2020
Q3 | – | Sell |
-4,370
| Closed | -$228K | – | 477 |
|
|
2020
Q2 | $228K | Buy |
+4,370
| New | +$228K | 0.02% | 351 |
|
|
2020
Q1 | – | Sell |
-4,370
| Closed | -$239K | – | 455 |
|
|
2019
Q4 | $239K | Buy |
+4,370
| New | +$239K | 0.02% | 369 |
|