Tealwood Asset Management’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
Q4 | – | Sell |
-2,343
| Closed | -$227K | – | 141 |
|
|
2024
Q3 | $227K | Buy |
+2,343
| New | +$227K | 0.1% | 126 |
|
|
2024
Q2 | – | Sell |
-2,687
| Closed | -$242K | – | 96 |
|
|
2024
Q1 | $242K | Hold |
2,687
| – | – | 0.11% | 126 |
|
|
2023
Q4 | $228K | Buy |
2,687
+5
| +0.2% | +$424 | 0.11% | 123 |
|
|
2023
Q3 | $203K | Hold |
2,682
| – | – | 0.1% | 125 |
|
|
2023
Q2 | $214K | Buy |
+2,682
| New | +$214K | 0.1% | 130 |
|
|
2022
Q2 | – | Sell |
-2,700
| Closed | -$202K | – | 134 |
|
|
2022
Q1 | $202K | Hold |
2,700
| – | – | 0.09% | 130 |
|
|
2021
Q4 | $206K | Sell |
2,700
-132
| -5% | -$10.1K | 0.08% | 130 |
|
|
2021
Q3 | $207K | Buy |
+2,832
| New | +$207K | 0.08% | 131 |
|