Symons Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-27,981
| Closed | -$390K | – | 86 |
|
2020
Q3 | $390K | Buy |
27,981
+1,980
| +8% | +$27.6K | 0.24% | 51 |
|
2020
Q2 | $350K | Buy |
26,001
+1,040
| +4% | +$14K | 0.22% | 50 |
|
2020
Q1 | $249K | Buy |
24,961
+4,373
| +21% | +$43.6K | 0.15% | 60 |
|
2019
Q4 | $494K | Buy |
20,588
+2,483
| +14% | +$59.6K | 0.26% | 43 |
|
2019
Q3 | $422K | Buy |
18,105
+9,316
| +106% | +$217K | 0.19% | 46 |
|
2019
Q2 | $204K | Buy |
+8,789
| New | +$204K | 0.08% | 64 |
|