TWA
TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-737
| Closed | -$54.4K | – | 1422 |
|
|
2023
Q1 | $54.4K | Hold |
737
| – | – | 0.01% | 410 |
|
|
2022
Q4 | $47.8K | Hold |
737
| – | – | 0.01% | 424 |
|
|
2022
Q3 | $44K | Hold |
737
| – | – | 0.01% | 399 |
|
|
2022
Q2 | $47K | Hold |
737
| – | – | 0.01% | 381 |
|
|
2022
Q1 | $55K | Sell |
737
-54
| -7% | -$4.03K | 0.01% | 382 |
|
|
2021
Q4 | $60K | Sell |
791
-607
| -43% | -$46K | 0.01% | 365 |
|
|
2021
Q3 | $102K | Hold |
1,398
| – | – | 0.02% | 266 |
|
|
2021
Q2 | $104K | Hold |
1,398
| – | – | 0.02% | 251 |
|
|
2021
Q1 | $97K | Sell |
1,398
-11
| -0.8% | -$763 | 0.04% | 229 |
|
|
2020
Q4 | $87K | Hold |
1,409
| – | – | 0.04% | 219 |
|
|
2020
Q3 | $77K | Hold |
1,409
| – | – | 0.03% | 230 |
|
|
2020
Q2 | $74K | Buy |
+1,409
| New | +$74K | 0.03% | 243 |
|
|
2015
Q2 | – | Sell |
-250
| Closed | -$8K | – | 988 |
|
|
2015
Q1 | $8K | Buy |
+250
| New | +$8K | 0.01% | 492 |
|