Sunbelt Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,444
| Closed | -$123K | – | 1775 |
|
|
2023
Q4 | $123K | Sell |
1,444
-1,318
| -48% | -$112K | 0.02% | 627 |
|
|
2023
Q3 | $209K | Buy |
2,762
+2,094
| +313% | +$159K | 0.03% | 472 |
|
|
2023
Q2 | $53.3K | Buy |
+668
| New | +$53.3K | 0.01% | 780 |
|
|
2020
Q3 | – | Sell |
-4,143
| Closed | -$216K | – | 339 |
|
|
2020
Q2 | $216K | Sell |
4,143
-1,540
| -27% | -$80.3K | 0.07% | 266 |
|
|
2020
Q1 | $249K | Buy |
5,683
+1,630
| +40% | +$71.4K | 0.01% | 321 |
|
|
2019
Q4 | $222K | Buy |
4,053
+3
| +0.1% | +$164 | 0.02% | 516 |
|
|
2019
Q3 | $203K | Sell |
4,050
-1,800
| -31% | -$90.2K | 0.02% | 515 |
|
|
2019
Q2 | $281K | Buy |
+5,850
| New | +$281K | 0.12% | 208 |
|