SFA
Source Financial Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $543K | Sell |
15,491
-925
| -6% | -$32.4K | 0.16% | 67 |
|
|
2024
Q2 | $515K | Buy |
16,416
+191
| +1% | +$5.99K | 0.16% | 67 |
|
|
2024
Q1 | $505K | Sell |
16,225
-12,961
| -44% | -$403K | 0.15% | 70 |
|
|
2023
Q4 | $909K | Sell |
29,186
-643
| -2% | -$20K | 0.28% | 54 |
|
|
2023
Q3 | $890K | Buy |
29,829
+637
| +2% | +$19K | 0.3% | 53 |
|
|
2023
Q2 | $926K | Sell |
29,192
-432
| -1% | -$13.7K | 0.3% | 49 |
|
|
2023
Q1 | $947K | Buy |
+29,624
| New | +$947K | 0.32% | 50 |
|