Steward Partners Investment Advisory’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 | $725K | Sell |
68,681
-765
| -1% | -$8.08K | 0.01% | 1127 |
|
|
2025
Q1 | $776K | Buy |
69,446
+883
| +1% | +$9.86K | 0.01% | 1014 |
|
|
2024
Q4 | $728K | Buy |
68,563
+17,093
| +33% | +$182K | 0.01% | 990 |
|
|
2024
Q3 | $621K | Buy |
+51,470
| New | +$621K | 0.01% | 1025 |
|
|
2023
Q1 | – | Sell |
-790
| Closed | -$9.22K | – | 3382 |
|
|
2022
Q4 | $9.22K | Hold |
790
| – | – | ﹤0.01% | 2566 |
|
|
2022
Q3 | $9K | Hold |
790
| – | – | ﹤0.01% | 2579 |
|
|
2022
Q2 | $11K | Hold |
790
| – | – | ﹤0.01% | 2492 |
|
|
2022
Q1 | $13K | Sell |
790
-51,187
| -98% | -$842K | ﹤0.01% | 2555 |
|
|
2021
Q4 | $934K | Buy |
+51,977
| New | +$934K | 0.01% | 722 |
|