Stonebridge Capital 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
Q2 | – | Sell |
-1
| Closed | -$74 | – | 979 |
|
|
2023
Q1 | $74 | Hold |
1
| – | – | ﹤0.01% | 925 |
|
|
2022
Q4 | $65 | Hold |
1
| – | – | ﹤0.01% | 943 |
|
|
2022
Q3 | $0 | Sell |
1
-275
| -100% | – | ﹤0.01% | 1085 |
|
|
2022
Q2 | $18K | Buy |
276
+275
| +27,500% | +$17.9K | ﹤0.01% | 510 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q3 | $0 | Sell |
1
-214
| -100% | – | ﹤0.01% | 1053 |
|
|
2021
Q2 | $15K | Buy |
215
+1
| +0.5% | +$70 | ﹤0.01% | 670 |
|
|
2021
Q1 | $15K | Buy |
+214
| New | +$15K | ﹤0.01% | 558 |
|