U.S. Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,165
| Closed | -$1.29M | – | 667 |
|
|
2023
Q2 | $1.29M | Sell |
16,165
-1,497
| -8% | -$119K | 0.06% | 279 |
|
|
2023
Q1 | $1.3M | Sell |
17,662
-1,273
| -7% | -$94K | 0.06% | 264 |
|
|
2022
Q4 | $1.23M | Sell |
18,935
-866
| -4% | -$56.2K | 0.06% | 292 |
|
|
2022
Q3 | $1.19M | Sell |
19,801
-1,562
| -7% | -$93.7K | 0.06% | 301 |
|
|
2022
Q2 | $1.36M | Sell |
21,363
-5,410
| -20% | -$345K | 0.06% | 294 |
|
|
2022
Q1 | $2M | Buy |
26,773
+3,356
| +14% | +$251K | 0.07% | 252 |
|
|
2021
Q4 | $1.78M | Buy |
23,417
+1,044
| +5% | +$79.4K | 0.07% | 282 |
|
|
2021
Q3 | $1.64M | Buy |
+22,373
| New | +$1.64M | 0.07% | 290 |
|