Tradition Wealth 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
Q1 | – | Sell |
-1,326
| Closed | -$113K | – | 878 |
|
|
2023
Q4 | $113K | Hold |
1,326
| – | – | 0.01% | 435 |
|
|
2023
Q3 | $101K | Hold |
1,326
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $106K | Hold |
1,326
| – | – | 0.01% | 443 |
|
|
2023
Q1 | $98K | Hold |
1,326
| – | – | 0.01% | 450 |
|
|
2022
Q4 | $86K | Hold |
1,326
| – | – | 0.01% | 410 |
|
|
2022
Q3 | $80K | Hold |
1,326
| – | – | 0.01% | 402 |
|
|
2022
Q2 | $85K | Hold |
1,326
| – | – | 0.01% | 377 |
|
|
2022
Q1 | $99K | Hold |
1,326
| – | – | 0.01% | 400 |
|
|
2021
Q4 | $101K | Hold |
1,326
| – | – | 0.01% | 399 |
|
|
2021
Q3 | $97K | Hold |
1,326
| – | – | 0.01% | 377 |
|
|
2021
Q2 | $98K | Hold |
1,326
| – | – | 0.01% | 395 |
|
|
2021
Q1 | $92K | Hold |
1,326
| – | – | 0.02% | 335 |
|
|
2020
Q4 | $82K | Buy |
+1,326
| New | +$82K | 0.02% | 321 |
|