Strategic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,823
| Closed | -$152K | – | 76 |
|
|
2023
Q4 | $152K | Hold |
12,823
| – | – | 0.09% | 69 |
|
|
2023
Q3 | $146K | Hold |
12,823
| – | – | 0.09% | 71 |
|
|
2023
Q2 | $154K | Hold |
12,823
| – | – | 0.09% | 70 |
|
|
2023
Q1 | $145K | Sell |
12,823
-781
| -6% | -$8.83K | 0.09% | 69 |
|
|
2022
Q4 | $159K | Hold |
13,604
| – | – | 0.1% | 71 |
|
|
2022
Q3 | $150K | Hold |
13,604
| – | – | 0.1% | 63 |
|
|
2022
Q2 | $190K | Hold |
13,604
| – | – | 0.11% | 64 |
|
|
2022
Q1 | $232K | Hold |
13,604
| – | – | 0.12% | 65 |
|
|
2021
Q4 | $244K | Buy |
+13,604
| New | +$244K | 0.12% | 64 |
|