SWA
Sutton Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-612
| Closed | -$25.2K | – | 1210 |
|
|
2018
Q4 | $25.2K | Hold |
612
| – | – | 0.02% | 447 |
|
|
2018
Q3 | $28.6K | Buy |
+612
| New | +$28.6K | 0.02% | 457 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$4.15K | – | 1151 |
|
|
2018
Q1 | $4.15K | Hold |
100
| – | – | ﹤0.01% | 940 |
|
|
2017
Q4 | $4.25K | Hold |
100
| – | – | ﹤0.01% | 907 |
|
|
2017
Q3 | $4.03K | Hold |
100
| – | – | ﹤0.01% | 895 |
|
|
2017
Q2 | $3.96K | Hold |
100
| – | – | ﹤0.01% | 906 |
|
|
2017
Q1 | $3.75K | Hold |
100
| – | – | ﹤0.01% | 880 |
|
|
2016
Q4 | $3.48K | Hold |
100
| – | – | ﹤0.01% | 883 |
|
|
2016
Q3 | $3.41K | Buy |
+100
| New | +$3.41K | ﹤0.01% | 880 |
|