Sigma Planning Corp’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
14,200
+1,250
| +10% | +$13.2K | ﹤0.01% | 1188 |
|
|
2025
Q1 | $145K | Buy |
12,950
+500
| +4% | +$5.59K | ﹤0.01% | 1142 |
|
|
2024
Q4 | $132K | Hold |
12,450
| – | – | ﹤0.01% | 1116 |
|
|
2024
Q3 | $150K | Buy |
12,450
+150
| +1% | +$1.81K | ﹤0.01% | 1151 |
|
|
2024
Q2 | $138K | Buy |
12,300
+500
| +4% | +$5.6K | ﹤0.01% | 1119 |
|
|
2024
Q1 | $138K | Buy |
+11,800
| New | +$138K | ﹤0.01% | 1163 |
|
|
2023
Q4 | – | Sell |
-10,550
| Closed | -$120K | – | 1049 |
|
|
2023
Q3 | $120K | Buy |
+10,550
| New | +$120K | ﹤0.01% | 1131 |
|
|
2023
Q2 | – | Sell |
-74,509
| Closed | -$842K | – | 1303 |
|
|
2023
Q1 | $842K | Buy |
74,509
+13,130
| +21% | +$148K | 0.03% | 578 |
|
|
2022
Q4 | $716K | Buy |
+61,379
| New | +$716K | 0.03% | 618 |
|
|
2020
Q3 | – | Sell |
-10,015
| Closed | -$135K | – | 1111 |
|
|
2020
Q2 | $135K | Buy |
+10,015
| New | +$135K | 0.01% | 967 |
|